Filed November 27, 2013 (most recent of 5 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,263 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,553 |
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 | $95,780 | $80,005+19.7% | $140,016-31.6% | $55,725+71.9% |
| Participation rate | 95.0% | 87.0%+8.0pp | 87.5%+7.5pp | 70.9%+24.1pp |
| Annual return | -5.08% | 0.46%-5.5pp | 651.12%-656.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $4,706 | $3,403+38.3% | $5,606-16.0% | $2,078+126.5% |
| Participant deferral / active EE | $6,721 | $5,264+27.7% | $6,927-3.0% | $3,356+100.3% |
| Admin fee / account holder | $39 | $116-66.0% | $10,705-99.6% | $115-65.9% |