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 | $56,908 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,921 |
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 | $85,842 | $46,423+84.9% | $75,886+13.1% | $67,579+27.0% |
| Participation rate | 91.8% | 63.1%+28.7pp | 69.3%+22.5pp | 71.3%+20.5pp |
| Annual return | 23.43% | 32.29%-8.9pp | 30.76%-7.3pp | 378.56%-355.1pp |
| Employer contribution / active EE | $3,574 | $1,406+154.1% | $2,500+42.9% | $2,148+66.4% |
| Participant deferral / active EE | $5,489 | $2,564+114.1% | $3,603+52.3% | $3,539+55.1% |
| Admin fee / account holder | $97 | $132-26.1% | $5,418-98.2% | $142-31.6% |