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) | $6,743 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,286 | $136,307-8.1% | $177,821-29.5% | $73,488+70.5% |
| Participation rate | 75.0% | 86.1%-11.1pp | 87.7%-12.7pp | 70.7%+4.3pp |
| Annual return | 10.00% | 18.68%-8.7pp | 48.32%-38.3pp | 28.51%-18.5pp |
| Employer contribution / active EE | $4,054 | $3,712+9.2% | $5,918-31.5% | $2,270+78.6% |
| Participant deferral / active EE | $4,810 | $5,829-17.5% | $7,714-37.6% | $3,740+28.6% |
| Admin fee / account holder | $166 | $596-72.1% | $12,427-98.7% | $513-67.6% |