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 | $176,663 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,343 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,780 | $56,095+19.0% | $178,490-62.6% | $90,288-26.0% |
| Participation rate | 94.0% | 65.6%+28.4pp | 81.9%+12.0pp | 73.4%+20.6pp |
| Annual return | 13.95% | 28.81%-14.9pp | 151.07%-137.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $1,953 | $1,572+24.2% | $5,011-61.0% | $2,524-22.6% |
| Participant deferral / active EE | $3,889 | $2,669+45.7% | $5,202-25.2% | $4,232-8.1% |
| Admin fee / account holder | $49 | $101-51.3% | $13,984-99.6% | $114-57.0% |