Filed June 13, 2017 (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 7-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) | $10,329 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,824 |
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 | $73,016 | $74,347-1.8% | $93,606-22.0% | $67,579+8.0% |
| Participation rate | 96.4% | 80.6%+15.8pp | 75.8%+20.6pp | 71.3%+25.2pp |
| Annual return | 29.67% | 28.07%+1.6pp | 32.76%-3.1pp | 378.56%-348.9pp |
| Employer contribution / active EE | $8,021 | $2,583+210.5% | $2,718+195.1% | $2,148+273.5% |
| Participant deferral / active EE | $7,023 | $4,060+73.0% | $4,069+72.6% | $3,539+98.4% |
| Admin fee / account holder | $34 | $123-72.0% | $7,888-99.6% | $142-75.8% |