Filed August 30, 2012
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 37 · EIN 04-2647786 | Loan Processing | $33,817 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,145 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,094 | $75,284-50.7% | $91,001-59.2% | $69,631-46.7% |
| Participation rate | 85.3% | 80.4%+4.9pp | 75.6%+9.7pp | 70.7%+14.6pp |
| Annual return | 19.98% | 48.40%-28.4pp | 4.60%+15.4pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $693 | $2,473-72.0% | $2,456-71.8% | $2,032-65.9% |
| Participant deferral / active EE | $2,030 | $3,700-45.1% | $3,547-42.8% | $3,224-37.0% |
| Admin fee / account holder | $55 | $111-49.9% | $5,417-99.0% | $110-49.8% |