Filed December 5, 2013
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,340 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,546 |
Form 5500 reported that benefits due were not provided when due.
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 | $147,295 | $176,491-16.5% | $95,952+53.5% | $90,288+63.1% |
| Participation rate | 97.1% | 86.6%+10.5pp | 77.1%+20.0pp | 73.4%+23.7pp |
| Annual return | 16.14% | 20.14%-4.0pp | 91.61%-75.5pp | 53.97%-37.8pp |
| Employer contribution / active EE | $5,288 | $2,789+89.6% | $2,541+108.1% | $2,524+109.5% |
| Participant deferral / active EE | $7,016 | $5,340+31.4% | $4,167+68.4% | $4,232+65.8% |
| Admin fee / account holder | $23 | $154-85.3% | $6,795-99.7% | $114-80.2% |