Filed May 6, 2019 (most recent of 2 filings on file)
Total covered: 2 employees
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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,991 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 1180 MEDICAL COURT · CARMEL, IN 46032 | Advisory (Plan) | $9,750 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $700 |
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 | $94,003 | $44,059+113.4% | $71,671+31.2% | $69,631+35.0% |
| Participation rate | 99.7% | 60.8%+38.9pp | 68.7%+30.9pp | 70.7%+29.0pp |
| Annual return | 18.61% | 21.97%-3.4pp | 20.65%-2.0pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $3,878 | $1,305+197.2% | $2,460+57.7% | $2,032+90.8% |
| Participant deferral / active EE | $5,503 | $2,370+132.2% | $3,438+60.1% | $3,224+70.7% |
| Admin fee / account holder | $78 | $108-27.2% | $5,558-98.6% | $110-29.1% |