Filed July 18, 2017 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-2647786 | Recordkeeping | $4,921 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,920 | $49,922-68.1% | $80,569-80.2% | $75,163-78.8% |
| Participation rate | 86.9% | 55.3%+31.6pp | 67.0%+19.9pp | 67.2%+19.7pp |
| Annual return | 16.09% | 34.69%-18.6pp | 935.43%-919.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $806 | $1,698-52.5% | $2,723-70.4% | $2,670-69.8% |
| Participant deferral / active EE | $1,911 | $2,990-36.1% | $4,447-57.0% | $4,125-53.7% |
| Admin fee / account holder | $53 | $3,577-98.5% | $5,377-99.0% | $5,651-99.1% |