Filed September 24, 2019
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,681 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,888 |
KNW GROUP1 year Filed as: THE KNW GROUP Service code 16 · EIN 35-2552359 | Consulting | $7,609 |
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 | $38,513 | $69,305-44.4% | $82,313-53.2% | $69,631-44.7% |
| Participation rate | 94.3% | 80.3%+14.0pp | 76.9%+17.4pp | 70.7%+23.6pp |
| Annual return | 18.97% | 21.47%-2.5pp | 25.88%-6.9pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $579 | $1,887-69.3% | $2,428-76.1% | $2,032-71.5% |
| Participant deferral / active EE | $2,846 | $3,568-20.2% | $3,706-23.2% | $3,224-11.7% |
| Admin fee / account holder | $89 | $97-8.9% | $5,608-98.4% | $110-19.8% |