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 | $38,187 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,609 |
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 | $50,027 | $130,194-61.6% | $169,993-70.6% | $71,457-30.0% |
| Participation rate | 97.0% | 86.1%+10.8pp | 87.0%+10.0pp | 67.9%+29.0pp |
| Annual return | 22.15% | 20.37%+1.8pp | 53.37%-31.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $4,000 | $4,381-8.7% | $6,785-41.0% | $2,588+54.6% |
| Participant deferral / active EE | $5,090 | $6,923-26.5% | $10,408-51.1% | $4,289+18.7% |
| Admin fee / account holder | $144 | $966-85.1% | $12,815-98.9% | $1,587-91.0% |