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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,920 |
RVK, INC.1 year Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,822 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,174 | $86,897+27.9% | $151,611-26.7% | $64,808+71.5% |
| Participation rate | 98.1% | 87.3%+10.9pp | 87.5%+10.6pp | 71.5%+26.7pp |
| Annual return | -17.11% | -3.57%-13.5pp | 3.33%-20.4pp | 32.82%-49.9pp |
| Employer contribution / active EE | $5,261 | $4,010+31.2% | $6,166-14.7% | $2,506+109.9% |
| Participant deferral / active EE | $7,814 | $6,690+16.8% | $8,363-6.6% | $4,310+81.3% |
| Admin fee / account holder | $190 | $153+24.5% | $11,616-98.4% | $188+1.4% |