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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,769 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,000 |
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 | $96,993 | $155,795-37.7% | $136,294-28.8% | $69,631+39.3% |
| Participation rate | 94.0% | 75.2%+18.8pp | 81.9%+12.1pp | 70.7%+23.3pp |
| Annual return | 22.54% | 232464.33%-232441.8pp | 5155.94%-5133.4pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $1,419 | $2,991-52.6% | $4,695-69.8% | $2,032-30.2% |
| Participant deferral / active EE | $9,175 | $5,394+70.1% | $6,247+46.9% | $3,224+184.6% |
| Admin fee / account holder | $28 | $128-77.8% | $9,243-99.7% | $110-74.2% |