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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,102 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,285 | $93,131+43.1% | $106,548+25.1% | $86,799+53.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 17.47% | 19.45%-2.0pp | 26.80%-9.3pp | 97.91%-80.4pp |
| Employer contribution / active EE | $12,487 | $2,895+331.3% | $2,819+343.0% | $2,405+419.1% |
| Participant deferral / active EE | $9,601 | $4,708+103.9% | $4,398+118.3% | $4,131+132.4% |
| Admin fee / account holder | $91 | $145-37.5% | $7,407-98.8% | $170-46.5% |