Filed June 3, 2014
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 10-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) | $5,147 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,776 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,335 | $79,557+97.8% | $118,746+32.5% | $70,131+124.3% |
| Participation rate | 94.0% | 71.4%+22.7pp | 78.3%+15.8pp | 69.5%+24.5pp |
| Annual return | 19.00% | 25.64%-6.6pp | 24.54%-5.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $6,221 | $2,861+117.4% | $4,193+48.4% | $2,342+165.6% |
| Participant deferral / active EE | $8,319 | $4,089+103.5% | $5,332+56.0% | $3,332+149.7% |
| Admin fee / account holder | $93 | $5,374-98.3% | $10,720-99.1% | $4,645-98.0% |