Filed July 24, 2015
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 8-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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,607 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,560 |
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 | $236,402 | $79,519+197.3% | $95,952+146.4% | $73,409+222.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 13.96% | 19.20%-5.2pp | 91.61%-77.7pp | 59.29%-45.3pp |
| Employer contribution / active EE | $4,938 | $2,048+141.2% | $2,541+94.4% | $2,234+121.1% |
| Participant deferral / active EE | $7,375 | $4,138+78.2% | $4,167+77.0% | $3,805+93.8% |
| Admin fee / account holder | $140 | $184-24.1% | $6,795-97.9% | $158-11.4% |