Filed December 2, 2016 (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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,426 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,570 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $87,038 | $65,118+33.7% | $76,768+13.4% | $55,725+56.2% |
| Participation rate | 97.7% | 79.6%+18.1pp | 77.0%+20.7pp | 70.9%+26.8pp |
| Annual return | -4.71% | -1.27%-3.4pp | 2.43%-7.1pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,198 | $1,941+13.3% | $2,485-11.5% | $2,078+5.8% |
| Participant deferral / active EE | $7,300 | $3,688+97.9% | $3,852+89.5% | $3,356+117.6% |
| Admin fee / account holder | $24 | $116-79.0% | $6,675-99.6% | $115-78.9% |