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 | $96,242 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,065 |
SAGE ADVISORY SERVICES3 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 | $80,393 | $78,781+2.0% | $100,516-20.0% | $73,409+9.5% |
| Participation rate | 96.5% | 80.0%+16.5pp | 79.4%+17.1pp | 72.2%+24.4pp |
| Annual return | 14.86% | 31.69%-16.8pp | 30.89%-16.0pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,129 | $2,420-53.3% | $3,418-67.0% | $2,234-49.4% |
| Participant deferral / active EE | $5,072 | $6,537-22.4% | $6,270-19.1% | $3,805+33.3% |
| Admin fee / account holder | $163 | $145+12.0% | $8,081-98.0% | $158+3.1% |