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 | $322,798 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,188 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,271 | $106,087+3.0% | $86,677+26.1% | $78,044+40.0% |
| Participation rate | 97.1% | 89.6%+7.6pp | 76.6%+20.6pp | 74.4%+22.7pp |
| Annual return | -13.65% | -14.87%+1.2pp | 35.91%-49.6pp | 10.87%-24.5pp |
| Employer contribution / active EE | $4,644 | $4,110+13.0% | $2,836+63.7% | $3,125+48.6% |
| Participant deferral / active EE | $6,239 | $6,851-8.9% | $4,656+34.0% | $5,084+22.7% |
| Admin fee / account holder | $64 | $81-20.9% | $7,493-99.1% | $79-18.6% |