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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,688 |
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 | $121,226 | $98,982+22.5% | $162,163-25.2% | $65,185+86.0% |
| Participation rate | 78.0% | 85.8%-7.8pp | 87.6%-9.6pp | 70.2%+7.8pp |
| Annual return | 20.36% | 24.84%-4.5pp | 115.59%-95.2pp | 29.38%-9.0pp |
| Employer contribution / active EE | $3,747 | $3,467+8.1% | $5,614-33.3% | $2,177+72.1% |
| Participant deferral / active EE | $3,948 | $5,384-26.7% | $7,298-45.9% | $3,514+12.4% |
| Admin fee / account holder | $143 | $596-76.0% | $10,843-98.7% | $847-83.1% |