Filed April 3, 2013
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 | $46,070 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,234 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,428 | $51,288-36.8% | $81,983-60.4% | $73,409-55.8% |
| Participation rate | 88.3% | 64.0%+24.4pp | 69.2%+19.1pp | 72.2%+16.2pp |
| Annual return | 16.28% | 29.48%-13.2pp | 41.31%-25.0pp | 59.29%-43.0pp |
| Employer contribution / active EE | $18 | $1,487-98.8% | $2,498-99.3% | $2,234-99.2% |
| Participant deferral / active EE | $3,836 | $2,715+41.3% | $3,722+3.1% | $3,805+0.8% |
| Admin fee / account holder | $98 | $125-21.7% | $5,664-98.3% | $158-37.8% |