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 | $23,065 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,392 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,706 | $58,347+98.3% | $85,682+35.0% | $86,799+33.3% |
| Participation rate | 90.8% | 64.9%+25.9pp | 69.9%+21.0pp | 72.3%+18.5pp |
| Annual return | 14.60% | 18.43%-3.8pp | 21.49%-6.9pp | 97.91%-83.3pp |
| Employer contribution / active EE | $3,763 | $1,751+114.9% | $2,618+43.7% | $2,405+56.4% |
| Participant deferral / active EE | $6,546 | $3,065+113.5% | $3,923+66.9% | $4,131+58.5% |
| Admin fee / account holder | $62 | $147-58.2% | $6,873-99.1% | $170-63.7% |