Filed April 22, 2016 (most recent of 2 filings on file)
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,106 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,475 |
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 | $51,651 | $98,982-47.8% | $162,163-68.1% | $65,185-20.8% |
| Participation rate | 92.6% | 85.8%+6.9pp | 87.6%+5.1pp | 70.2%+22.4pp |
| Annual return | 24.28% | 24.84%-0.6pp | 115.59%-91.3pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,146 | $3,467-38.1% | $5,614-61.8% | $2,177-1.4% |
| Participant deferral / active EE | $3,505 | $5,384-34.9% | $7,298-52.0% | $3,514-0.2% |
| Admin fee / account holder | $40 | $596-93.3% | $10,843-99.6% | $847-95.3% |