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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,165 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,737 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $152,211 | $92,055+65.3% | $106,213+43.3% | $77,643+96.0% |
| Participation rate | 99.0% | 81.0%+17.9pp | 75.3%+23.7pp | 70.6%+28.4pp |
| Annual return | 19.94% | 17.91%+2.0pp | 116.14%-96.2pp | 31.24%-11.3pp |
| Employer contribution / active EE | $12,060 | $3,367+258.2% | $3,171+280.3% | $2,726+342.4% |
| Participant deferral / active EE | $10,477 | $5,386+94.5% | $5,016+108.9% | $4,647+125.4% |
| Admin fee / account holder | $88 | $219-59.8% | $11,033-99.2% | $430-79.5% |