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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,789 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,976 | $81,908+29.4% | $90,749+16.8% | $64,808+63.5% |
| Participation rate | 98.1% | 80.5%+17.7pp | 75.7%+22.5pp | 71.5%+26.7pp |
| Annual return | -15.13% | -12.53%-2.6pp | -12.16%-3.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $10,033 | $3,065+227.3% | $2,921+243.5% | $2,506+300.4% |
| Participant deferral / active EE | $9,191 | $4,840+89.9% | $4,564+101.4% | $4,310+113.2% |
| Admin fee / account holder | $83 | $157-47.3% | $8,445-99.0% | $188-55.9% |