Filed January 1, 2015 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $162,829 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,566 |
Form 5500 reported that benefits due were not provided when due.
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 | $63,686 | $47,456+34.2% | $172,739-63.1% | $77,787-18.1% |
| Participation rate | 87.8% | 66.3%+21.5pp | 82.6%+5.1pp | 73.2%+14.6pp |
| Annual return | 21.53% | 35.57%-14.0pp | 802.84%-781.3pp | 32.57%-11.0pp |
| Employer contribution / active EE | $1,914 | $1,574+21.6% | $5,143-62.8% | $2,504-23.6% |
| Participant deferral / active EE | $3,733 | $2,560+45.9% | $5,198-28.2% | $3,967-5.9% |
| Admin fee / account holder | $50 | $81-37.7% | $13,954-99.6% | $100-49.7% |