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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,994 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,346 |
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 | $106,430 | $73,404+45.0% | $87,100+22.2% | $67,579+57.5% |
| Participation rate | 96.9% | 80.9%+16.1pp | 76.9%+20.1pp | 71.3%+25.7pp |
| Annual return | 21.35% | 48.29%-26.9pp | 28.19%-6.8pp | 378.56%-357.2pp |
| Employer contribution / active EE | $2,730 | $2,014+35.6% | $2,521+8.3% | $2,148+27.1% |
| Participant deferral / active EE | $7,497 | $3,913+91.6% | $4,049+85.2% | $3,539+111.8% |
| Admin fee / account holder | $35 | $142-75.2% | $7,497-99.5% | $142-75.3% |