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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,893 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,178 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,697 | $102,553-55.4% | $151,611-69.9% | $66,914-31.7% |
| Participation rate | 95.2% | 85.5%+9.7pp | 87.5%+7.7pp | 69.8%+25.4pp |
| Annual return | -15.93% | -10.82%-5.1pp | 3.33%-19.3pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,188 | $4,180-23.7% | $6,166-48.3% | $2,544+25.3% |
| Participant deferral / active EE | $4,537 | $6,641-31.7% | $8,363-45.7% | $4,237+7.1% |
| Admin fee / account holder | $126 | $630-79.9% | $11,616-98.9% | $593-78.7% |