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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,440 |
Filed as: ABG INVESTMENT SERVICES INC Service code 27 · EIN 41-1812533 | Advisory (Plan) | $23,625 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,192 |
Annual investment return 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 | $129,407 | $100,801+28.4% | $149,696-13.6% | $73,409+76.3% |
| Participation rate | 90.7% | 77.7%+13.0pp | 82.5%+8.2pp | 72.2%+18.5pp |
| Annual return | 8.65% | 265.34%-256.7pp | 276.60%-267.9pp | 59.29%-50.6pp |
| Employer contribution / active EE | $1,023 | $3,312-69.1% | $4,644-78.0% | $2,234-54.2% |
| Participant deferral / active EE | $7,509 | $6,404+17.3% | $6,842+9.8% | $3,805+97.3% |
| Admin fee / account holder | $44 | $181-75.8% | $9,309-99.5% | $158-72.3% |