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 | $160,219 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,474 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,144 | $50,127+35.9% | $149,673-54.5% | $80,160-15.0% |
| Participation rate | 95.1% | 64.3%+30.8pp | 78.8%+16.3pp | 72.9%+22.1pp |
| Annual return | 18.00% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.4pp |
| Employer contribution / active EE | $2,069 | $1,865+11.0% | $4,818-57.0% | $2,978-30.5% |
| Participant deferral / active EE | $4,721 | $3,194+47.8% | $5,680-16.9% | $5,017-5.9% |
| Admin fee / account holder | $51 | $153-66.8% | $13,210-99.6% | $145-65.1% |