Filed January 31, 2013 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $87,828 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,171 | $119,153+25.2% | $151,611-1.6% | $78,044+91.1% |
| Participation rate | 96.1% | 92.5%+3.6pp | 87.5%+8.6pp | 74.4%+21.6pp |
| Annual return | -16.05% | -10.83%-5.2pp | 3.33%-19.4pp | 10.87%-26.9pp |
| Employer contribution / active EE | $3,196 | $5,298-39.7% | $6,166-48.2% | $3,125+2.3% |
| Participant deferral / active EE | $7,408 | $8,624-14.1% | $8,363-11.4% | $5,084+45.7% |
| Admin fee / account holder | $18 | $69-73.4% | $11,616-99.8% | $79-76.9% |