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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,650 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,490 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,170 | $99,078+14.2% | $96,544+17.2% | $74,419+52.1% |
| Participation rate | 96.8% | 80.7%+16.1pp | 76.0%+20.8pp | 70.7%+26.1pp |
| Annual return | 17.41% | 22.48%-5.1pp | 25.84%-8.4pp | 34.38%-17.0pp |
| Employer contribution / active EE | $4,571 | $2,570+77.9% | $2,965+54.2% | $2,637+73.3% |
| Participant deferral / active EE | $8,780 | $4,933+78.0% | $4,851+81.0% | $4,528+93.9% |
| Admin fee / account holder | $38 | $225-83.2% | $8,252-99.5% | $348-89.2% |