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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,526 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,568 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $153,581 | $100,801+52.4% | $149,696+2.6% | $73,409+109.2% |
| Participation rate | 97.7% | 77.7%+20.1pp | 82.5%+15.3pp | 72.2%+25.6pp |
| Annual return | 51.76% | 265.34%-213.6pp | 276.60%-224.8pp | 59.29%-7.5pp |
| Employer contribution / active EE | $2,261 | $3,312-31.7% | $4,644-51.3% | $2,234+1.2% |
| Participant deferral / active EE | $11,931 | $6,404+86.3% | $6,842+74.4% | $3,805+213.5% |
| Admin fee / account holder | $27 | $181-84.9% | $9,309-99.7% | $158-82.7% |