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 | $130,010 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,061 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,238 | $130,141-49.9% | $86,677-24.7% | $77,904-16.3% |
| Participation rate | 96.6% | 85.9%+10.7pp | 76.6%+20.0pp | 73.7%+22.9pp |
| Annual return | -16.21% | -12.75%-3.5pp | 35.91%-52.1pp | 12.21%-28.4pp |
| Employer contribution / active EE | $3,274 | $3,220+1.7% | $2,836+15.4% | $2,848+15.0% |
| Participant deferral / active EE | $7,785 | $5,757+35.2% | $4,656+67.2% | $4,806+62.0% |
| Admin fee / account holder | $90 | $132-31.5% | $7,493-98.8% | $133-31.9% |