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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,521 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,993 |
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 | $88,000 | $75,388+16.7% | $123,544-28.8% | $55,725+57.9% |
| Participation rate | 93.5% | 75.7%+17.9pp | 82.3%+11.2pp | 70.9%+22.7pp |
| Annual return | -4.32% | 4.48%-8.8pp | 119.20%-123.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $1,946 | $3,063-36.5% | $4,628-57.9% | $2,078-6.3% |
| Participant deferral / active EE | $9,647 | $5,651+70.7% | $6,426+50.1% | $3,356+187.5% |
| Admin fee / account holder | $22 | $120-81.4% | $9,284-99.8% | $115-80.7% |