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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,725 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,189 | $111,491+34.7% | $189,513-20.7% | $86,799+73.0% |
| Participation rate | 98.2% | 87.3%+10.9pp | 87.8%+10.4pp | 72.3%+25.9pp |
| Annual return | 18.00% | 83.50%-65.5pp | 555.15%-537.2pp | 97.91%-79.9pp |
| Employer contribution / active EE | $5,538 | $3,951+40.2% | $6,162-10.1% | $2,405+130.2% |
| Participant deferral / active EE | $7,752 | $6,437+20.4% | $8,221-5.7% | $4,131+87.7% |
| Admin fee / account holder | $60 | $189-68.2% | $12,045-99.5% | $170-64.6% |