Filed April 16, 2012
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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,648 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$87,613 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,391 | $88,646-36.4% | $90,223-37.5% | $59,188-4.7% |
| Participation rate | 93.9% | 84.8%+9.1pp | 79.0%+14.8pp | 69.4%+24.4pp |
| Annual return | 0.52% | 11.82%-11.3pp | 1.31%-0.8pp | 5.51%-5.0pp |
| Employer contribution / active EE | $5,801 | $5,463+6.2% | $4,378+32.5% | $2,098+176.5% |
| Participant deferral / active EE | $0 | $6,586-100.0% | $5,792-100.0% | $3,265-100.0% |
| Admin fee / account holder | -$12 | $63-118.8% | $7,406-100.2% | $92-112.8% |