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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,126 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,186 | $79,519+48.6% | $95,952+23.2% | $73,409+61.0% |
| Participation rate | 95.8% | 81.2%+14.7pp | 77.1%+18.8pp | 72.2%+23.7pp |
| Annual return | 15.71% | 19.20%-3.5pp | 91.61%-75.9pp | 59.29%-43.6pp |
| Employer contribution / active EE | $2,770 | $2,048+35.3% | $2,541+9.0% | $2,234+24.0% |
| Participant deferral / active EE | $7,573 | $4,138+83.0% | $4,167+81.8% | $3,805+99.0% |
| Admin fee / account holder | $38 | $184-79.6% | $6,795-99.4% | $158-76.2% |