Filed August 19, 2015
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,535 |
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 | $156,298 | $74,347+110.2% | $93,606+67.0% | $67,579+131.3% |
| Participation rate | 94.4% | 80.6%+13.7pp | 75.8%+18.5pp | 71.3%+23.1pp |
| Annual return | 22.29% | 28.07%-5.8pp | 32.76%-10.5pp | 378.56%-356.3pp |
| Employer contribution / active EE | $10,193 | $2,583+294.6% | $2,718+275.0% | $2,148+374.6% |
| Participant deferral / active EE | $11,875 | $4,060+192.5% | $4,069+191.9% | $3,539+235.5% |
| Admin fee / account holder | $43 | $123-65.0% | $7,888-99.5% | $142-69.8% |