Filed February 17, 2014 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,570 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,961 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $80,599 | $80,177+0.5% | $123,892-34.9% | $57,658+39.8% |
| Participation rate | 95.4% | 74.4%+20.9pp | 81.4%+14.0pp | 70.2%+25.1pp |
| Annual return | 9.99% | 17.90%-7.9pp | 47.52%-37.5pp | 5.13%+4.9pp |
| Employer contribution / active EE | $437 | $2,913-85.0% | $4,617-90.5% | $1,974-77.8% |
| Participant deferral / active EE | $7,422 | $5,130+44.7% | $5,984+24.0% | $3,061+142.5% |
| Admin fee / account holder | $28 | $106-73.2% | $8,357-99.7% | $95-69.9% |