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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $115,683 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,510 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,499 | $105,247-37.8% | $87,100-24.8% | $77,787-15.8% |
| Participation rate | 93.7% | 85.8%+7.9pp | 76.9%+16.8pp | 73.2%+20.5pp |
| Annual return | 24.51% | 24.52%0pp | 28.19%-3.7pp | 32.57%-8.1pp |
| Employer contribution / active EE | $4,919 | $2,895+69.9% | $2,521+95.1% | $2,504+96.4% |
| Participant deferral / active EE | $7,728 | $5,060+52.7% | $4,049+90.9% | $3,967+94.8% |
| Admin fee / account holder | $91 | $104-12.8% | $7,497-98.8% | $100-9.0% |