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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,681 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,203 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,653 | $72,254+43.5% | $86,677+19.6% | $64,808+59.9% |
| Participation rate | 96.1% | 80.4%+15.7pp | 76.6%+19.6pp | 71.5%+24.7pp |
| Annual return | -16.87% | 392.42%-409.3pp | 35.91%-52.8pp | 32.82%-49.7pp |
| Employer contribution / active EE | $3,633 | $2,393+51.8% | $2,836+28.1% | $2,506+45.0% |
| Participant deferral / active EE | $8,578 | $4,658+84.2% | $4,656+84.2% | $4,310+99.0% |
| Admin fee / account holder | $54 | $174-69.2% | $7,493-99.3% | $188-71.5% |