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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,685 |
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 | $97,037 | $85,135+14.0% | $98,907-1.9% | $73,409+32.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 24.17% | 19.14%+5.0pp | 196.43%-172.3pp | 59.29%-35.1pp |
| Employer contribution / active EE | $10,915 | $2,721+301.2% | $2,689+305.9% | $2,234+388.7% |
| Participant deferral / active EE | $9,078 | $4,349+108.7% | $4,244+113.9% | $3,805+138.6% |
| Admin fee / account holder | $58 | $139-58.1% | $6,642-99.1% | $158-63.0% |