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 | $76,871 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,669 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE VIEW ADVISORY GROUP LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $16,000 |
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 | $68,512 | $69,231-1.0% | $91,989-25.5% | $67,579+1.4% |
| Participation rate | 90.9% | 78.9%+12.0pp | 78.6%+12.3pp | 71.3%+19.6pp |
| Annual return | 23.51% | 32.03%-8.5pp | 69.02%-45.5pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,068 | $2,284-53.2% | $3,452-69.1% | $2,148-50.3% |
| Participant deferral / active EE | $4,342 | $5,854-25.8% | $5,923-26.7% | $3,539+22.7% |
| Admin fee / account holder | $123 | $107+14.1% | $7,743-98.4% | $142-13.9% |