Filed April 29, 2015
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,908 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,205 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $122,194 | $71,957+69.8% | $67,652+80.6% | $59,188+106.4% |
| Participation rate | 94.9% | 82.7%+12.2pp | 75.7%+19.2pp | 69.4%+25.5pp |
| Annual return | 0.00% | 8.53%-8.5pp | 6625.04%-6625.0pp | 5.51%-5.5pp |
| Employer contribution / active EE | $4,029 | $2,432+65.7% | $2,266+77.9% | $2,098+92.1% |
| Participant deferral / active EE | $6,317 | $4,211+50.0% | $3,560+77.5% | $3,265+93.5% |
| Admin fee / account holder | -$28 | $64-143.7% | $4,821-100.6% | $92-130.4% |