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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $78,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | $45,549 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,984 | $185,342+40.3% | $111,297+133.6% | $86,799+199.5% |
| Participation rate | 97.3% | 81.0%+16.4pp | 77.3%+20.0pp | 72.3%+25.1pp |
| Annual return | 16.12% | 500.80%-484.7pp | 54.65%-38.5pp | 97.91%-81.8pp |
| Employer contribution / active EE | $4,647 | $2,246+106.9% | $2,731+70.1% | $2,405+93.2% |
| Participant deferral / active EE | $7,275 | $4,458+63.2% | $4,487+62.1% | $4,131+76.1% |
| Admin fee / account holder | $162 | $255-36.6% | $7,964-98.0% | $170-4.5% |