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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,143 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$81,691 |
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 | $135,737 | $80,211+69.2% | $74,183+83.0% | $63,975+112.2% |
| Participation rate | 96.2% | 84.2%+12.0pp | 76.6%+19.6pp | 71.1%+25.1pp |
| Annual return | 7.62% | 14.13%-6.5pp | 17.74%-10.1pp | 48.65%-41.0pp |
| Employer contribution / active EE | $4,072 | $2,553+59.5% | $2,370+71.8% | $2,182+86.6% |
| Participant deferral / active EE | $6,641 | $4,370+52.0% | $3,550+87.1% | $3,356+97.9% |
| Admin fee / account holder | -$47 | $67-170.5% | $5,586-100.8% | $70-167.3% |