Filed March 11, 2016 (most recent of 2 filings on file)
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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) | $63,233 |
BDO USA, LLP3 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $27,500 |
ISLER DARE, P.C.2 years Filed as: ISLER DARE Service code 16 · EIN 54-1844836 | Consulting | $18,351 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,600 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,743 | $105,247+16.6% | $87,100+40.9% | $77,787+57.8% |
| Participation rate | 99.9% | 85.8%+14.1pp | 76.9%+23.1pp | 73.2%+26.7pp |
| Annual return | 60.20% | 24.52%+35.7pp | 28.19%+32.0pp | 32.57%+27.6pp |
| Employer contribution / active EE | $6,191 | $2,895+113.9% | $2,521+145.5% | $2,504+147.2% |
| Participant deferral / active EE | $8,649 | $5,060+70.9% | $4,049+113.6% | $3,967+118.0% |
| Admin fee / account holder | $32 | $104-69.4% | $7,497-99.6% | $100-68.0% |