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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,716 |
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 | $108,794 | $79,523+36.8% | $140,016-22.3% | $56,287+93.3% |
| Participation rate | 88.2% | 85.7%+2.5pp | 87.5%+0.7pp | 69.9%+18.3pp |
| Annual return | -4.59% | 2.39%-7.0pp | 651.12%-655.7pp | -9.96%+5.4pp |
| Employer contribution / active EE | $4,153 | $3,350+24.0% | $5,606-25.9% | $2,111+96.7% |
| Participant deferral / active EE | $4,648 | $5,129-9.4% | $6,927-32.9% | $3,350+38.8% |
| Admin fee / account holder | $196 | $614-68.1% | $10,705-98.2% | $521-62.4% |