Filed March 10, 2015
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,686 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $1,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,472 | $69,823+21.0% | $77,163+9.5% | $74,419+13.5% |
| Participation rate | 97.7% | 70.0%+27.7pp | 69.6%+28.1pp | 70.7%+27.0pp |
| Annual return | 20.71% | 19.98%+0.7pp | 37.87%-17.2pp | 34.38%-13.7pp |
| Employer contribution / active EE | $4,518 | $2,150+110.2% | $2,535+78.2% | $2,637+71.3% |
| Participant deferral / active EE | $7,981 | $3,558+124.3% | $3,833+108.2% | $4,528+76.3% |
| Admin fee / account holder | $12 | $398-96.9% | $5,472-99.8% | $348-96.4% |