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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $75,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | $42,213 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,550 | $72,254+95.9% | $86,677+63.3% | $64,808+118.4% |
| Participation rate | 97.6% | 80.4%+17.2pp | 76.6%+21.0pp | 71.5%+26.1pp |
| Annual return | -8.63% | 392.42%-401.1pp | 35.91%-44.5pp | 32.82%-41.4pp |
| Employer contribution / active EE | $3,472 | $2,393+45.1% | $2,836+22.4% | $2,506+38.6% |
| Participant deferral / active EE | $5,561 | $4,658+19.4% | $4,656+19.5% | $4,310+29.0% |
| Admin fee / account holder | $98 | $174-43.9% | $7,493-98.7% | $188-48.1% |