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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,421 |
Filed as: ABG INVESTMENT SERVICES INC Service code 27 · EIN 41-1812533 | Advisory (Plan) | $31,500 |
Service code 27 · EIN 04-2647786 | Advisory (Plan) | -$5,420 |
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 | $130,527 | $75,388+73.1% | $123,544+5.7% | $55,725+134.2% |
| Participation rate | 95.9% | 75.7%+20.2pp | 82.3%+13.6pp | 70.9%+25.1pp |
| Annual return | 13.57% | 4.48%+9.1pp | 119.20%-105.6pp | 244.93%-231.4pp |
| Employer contribution / active EE | $986 | $3,063-67.8% | $4,628-78.7% | $2,078-52.6% |
| Participant deferral / active EE | $7,539 | $5,651+33.4% | $6,426+17.3% | $3,356+124.7% |
| Admin fee / account holder | $67 | $120-44.3% | $9,284-99.3% | $115-42.1% |