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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,338 |
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 | $137,493 | $111,608+23.2% | $177,821-22.7% | $73,409+87.3% |
| Participation rate | 98.3% | 87.9%+10.5pp | 87.7%+10.6pp | 72.2%+26.1pp |
| Annual return | 19.12% | 18.23%+0.9pp | 48.32%-29.2pp | 59.29%-40.2pp |
| Employer contribution / active EE | $5,677 | $3,796+49.5% | $5,918-4.1% | $2,234+154.2% |
| Participant deferral / active EE | $7,850 | $6,199+26.6% | $7,714+1.8% | $3,805+106.3% |
| Admin fee / account holder | $50 | $166-69.6% | $12,427-99.6% | $158-68.1% |