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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,523 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$189,217 |
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 | $62,913 | $50,127+25.5% | $149,673-58.0% | $80,160-21.5% |
| Participation rate | 91.9% | 64.3%+27.6pp | 78.8%+13.2pp | 72.9%+19.0pp |
| Annual return | 18.58% | 29.82%-11.2pp | 134.42%-115.8pp | 40.38%-21.8pp |
| Employer contribution / active EE | $1,999 | $1,865+7.2% | $4,818-58.5% | $2,978-32.9% |
| Participant deferral / active EE | $5,593 | $3,194+75.1% | $5,680-1.5% | $5,017+11.5% |
| Admin fee / account holder | -$28 | $153-118.5% | $13,210-100.2% | $145-119.5% |