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 | $34,210 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,078 | $49,693+109.4% | $70,515+47.6% | $74,419+39.9% |
| Participation rate | 88.7% | 64.7%+24.0pp | 68.3%+20.3pp | 70.7%+17.9pp |
| Annual return | 19.31% | 21.22%-1.9pp | 32.77%-13.5pp | 34.38%-15.1pp |
| Employer contribution / active EE | $3,637 | $1,773+105.1% | $2,973+22.3% | $2,637+37.9% |
| Participant deferral / active EE | $7,122 | $3,376+111.0% | $4,567+55.9% | $4,528+57.3% |
| Admin fee / account holder | $71 | $316-77.6% | $6,412-98.9% | $348-79.6% |