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 | $174,922 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,715 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,028 | $45,000+31.2% | $143,757-58.9% | $77,904-24.2% |
| Participation rate | 96.6% | 66.8%+29.8pp | 80.3%+16.3pp | 73.7%+23.0pp |
| Annual return | -15.72% | 29.03%-44.8pp | -0.04%-15.7pp | 12.21%-27.9pp |
| Employer contribution / active EE | $2,062 | $1,870+10.3% | $4,951-58.4% | $2,848-27.6% |
| Participant deferral / active EE | $4,677 | $3,157+48.2% | $5,637-17.0% | $4,806-2.7% |
| Admin fee / account holder | $47 | $98-51.8% | $14,673-99.7% | $133-64.2% |