Filed June 7, 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 37 · EIN 04-2647786 | Loan Processing | $23,992 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,546 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,539 | $56,640+8.6% | $80,975-24.0% | $57,658+6.7% |
| Participation rate | 94.4% | 75.9%+18.5pp | 75.8%+18.6pp | 70.2%+24.2pp |
| Annual return | 10.54% | 19.97%-9.4pp | 17.10%-6.6pp | 5.13%+5.4pp |
| Employer contribution / active EE | $895 | $2,085-57.1% | $3,714-75.9% | $1,974-54.7% |
| Participant deferral / active EE | $3,680 | $4,944-25.6% | $5,696-35.4% | $3,061+20.3% |
| Admin fee / account holder | $50 | $87-42.8% | $5,516-99.1% | $95-47.3% |