Filed January 1, 2016 (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 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $57,454 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,552 |
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 | $70,931 | $41,467+71.1% | $67,313+5.4% | $55,725+27.3% |
| Participation rate | 88.0% | 62.5%+25.5pp | 69.1%+18.9pp | 70.9%+17.1pp |
| Annual return | -5.01% | 0.82%-5.8pp | -4.08%-0.9pp | 244.93%-249.9pp |
| Employer contribution / active EE | $3,007 | $1,316+128.5% | $2,566+17.2% | $2,078+44.7% |
| Participant deferral / active EE | $4,872 | $2,399+103.1% | $3,568+36.5% | $3,356+45.2% |
| Admin fee / account holder | $96 | $102-5.8% | $4,507-97.9% | $115-16.5% |