Filed August 28, 2014
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 27 · EIN 04-2647786 | Advisory (Plan) | $41,462 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,240 |
Form 5500 reported that benefits due were not provided when due.
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 | $115,965 | $155,795-25.6% | $136,294-14.9% | $69,631+66.5% |
| Participation rate | 96.5% | 75.2%+21.2pp | 81.9%+14.6pp | 70.7%+25.8pp |
| Annual return | 16.90% | 232464.33%-232447.4pp | 5155.94%-5139.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,045 | $2,991-65.1% | $4,695-77.7% | $2,032-48.6% |
| Participant deferral / active EE | $8,155 | $5,394+51.2% | $6,247+30.5% | $3,224+153.0% |
| Admin fee / account holder | $79 | $128-38.3% | $9,243-99.1% | $110-28.3% |