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 | $38,613 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,846 | $44,764+107.4% | $68,791+35.0% | $64,808+43.3% |
| Participation rate | 87.2% | 64.8%+22.4pp | 69.0%+18.1pp | 71.5%+15.7pp |
| Annual return | -17.16% | -10.91%-6.2pp | -6.38%-10.8pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,348 | $1,775+88.6% | $2,655+26.1% | $2,506+33.6% |
| Participant deferral / active EE | $6,806 | $3,238+110.2% | $3,941+72.7% | $4,310+57.9% |
| Admin fee / account holder | $83 | $151-45.3% | $4,932-98.3% | $188-55.9% |