Filed April 6, 2015 (most recent of 3 filings on file)
Total covered: 60 employees
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) | $78,641 |
Form 5500 reported that benefits due were not provided when due.
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 | $106,150 | $89,274+18.9% | $149,718-29.1% | $77,958+36.2% |
| Participation rate | 95.4% | 87.6%+7.8pp | 87.1%+8.3pp | 71.6%+23.8pp |
| Annual return | 18.64% | 20.36%-1.7pp | 1501.63%-1483.0pp | 20.87%-2.2pp |
| Employer contribution / active EE | $5,381 | $3,727+44.4% | $5,445-1.2% | $2,310+132.9% |
| Participant deferral / active EE | $5,283 | $5,382-1.8% | $6,569-19.6% | $3,537+49.4% |
| Admin fee / account holder | $138 | $240-42.4% | $11,283-98.8% | $97+41.8% |