Filed January 28, 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 8-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) | $15,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,325 |
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 | $51,481 | $78,852-34.7% | $76,768-32.9% | $75,289-31.6% |
| Participation rate | 96.9% | 85.0%+11.9pp | 77.0%+19.9pp | 72.4%+24.5pp |
| Annual return | -3.79% | -1.29%-2.5pp | 2.43%-6.2pp | -0.04%-3.7pp |
| Employer contribution / active EE | $4,797 | $2,794+71.7% | $2,485+93.0% | $2,405+99.5% |
| Participant deferral / active EE | $7,970 | $4,800+66.0% | $3,852+106.9% | $3,739+113.2% |
| Admin fee / account holder | $17 | $79-77.9% | $6,675-99.7% | $102-82.9% |