Filed January 7, 2014 (most recent of 3 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) | $38,731 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,484 |
Form 5500 reported that benefits due were not provided when due.
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 | $108,662 | $53,925+101.5% | $75,670+43.6% | $69,631+56.1% |
| Participation rate | 98.3% | 71.2%+27.1pp | 72.3%+25.9pp | 70.7%+27.6pp |
| Annual return | 18.92% | 17.84%+1.1pp | 27.34%-8.4pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $5,986 | $1,802+232.2% | $2,352+154.5% | $2,032+194.6% |
| Participant deferral / active EE | $5,287 | $2,569+105.8% | $3,142+68.3% | $3,224+64.0% |
| Admin fee / account holder | $10 | $97-89.4% | $5,800-99.8% | $110-90.7% |