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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,751 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,809 |
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 | $144,759 | $104,697+38.3% | $96,544+49.9% | $80,160+80.6% |
| Participation rate | 97.7% | 86.4%+11.3pp | 76.0%+21.7pp | 72.9%+24.7pp |
| Annual return | 17.54% | 21.78%-4.2pp | 25.84%-8.3pp | 40.38%-22.8pp |
| Employer contribution / active EE | $4,044 | $3,536+14.4% | $2,965+36.4% | $2,978+35.8% |
| Participant deferral / active EE | $6,115 | $6,188-1.2% | $4,851+26.1% | $5,017+21.9% |
| Admin fee / account holder | $80 | $107-24.9% | $8,252-99.0% | $145-44.7% |