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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,261 |
RVK, INC.2 years Filed as: R.V. KUHNS & ASSOCIATES, INC. Service code 27 · EIN 93-0910652 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,176 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,126 | $100,227+35.8% | $169,993-19.9% | $74,419+82.9% |
| Participation rate | 97.3% | 87.3%+10.0pp | 87.0%+10.3pp | 70.7%+26.5pp |
| Annual return | 21.65% | 66.08%-44.4pp | 53.37%-31.7pp | 34.38%-12.7pp |
| Employer contribution / active EE | $6,148 | $4,263+44.2% | $6,785-9.4% | $2,637+133.1% |
| Participant deferral / active EE | $9,077 | $7,143+27.1% | $10,408-12.8% | $4,528+100.5% |
| Admin fee / account holder | $190 | $234-18.9% | $12,815-98.5% | $348-45.3% |