Filed October 23, 2013 (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) | $7,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$182,830 |
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 | $55,882 | $45,000+24.2% | $143,757-61.1% | $77,904-28.3% |
| Participation rate | 91.9% | 66.8%+25.1pp | 80.3%+11.6pp | 73.7%+18.2pp |
| Annual return | -16.45% | 29.03%-45.5pp | -0.04%-16.4pp | 12.21%-28.7pp |
| Employer contribution / active EE | $2,218 | $1,870+18.7% | $4,951-55.2% | $2,848-22.1% |
| Participant deferral / active EE | $5,900 | $3,157+86.9% | $5,637+4.7% | $4,806+22.8% |
| Admin fee / account holder | -$30 | $98-130.0% | $14,673-100.2% | $133-122.3% |