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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $199,504 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $154,557 |
Annual investment return 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 | $163,990 | $129,756+26.4% | $169,993-3.5% | $103,482+58.5% |
| Participation rate | 96.8% | 91.3%+5.5pp | 87.0%+9.8pp | 73.3%+23.5pp |
| Annual return | 16.00% | 20.17%-4.2pp | 53.37%-37.4pp | 33.11%-17.1pp |
| Employer contribution / active EE | $3,430 | $5,236-34.5% | $6,785-49.4% | $3,208+6.9% |
| Participant deferral / active EE | $7,930 | $8,283-4.3% | $10,408-23.8% | $5,207+52.3% |
| Admin fee / account holder | $32 | $73-56.1% | $12,815-99.8% | $114-72.0% |