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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $71,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,269 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,963 | $88,890+80.0% | $102,423+56.2% | $77,643+106.0% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 15.12% | 24.98%-9.9pp | 29.32%-14.2pp | 31.24%-16.1pp |
| Employer contribution / active EE | $4,500 | $2,698+66.8% | $3,023+48.8% | $2,726+65.1% |
| Participant deferral / active EE | $6,505 | $5,145+26.4% | $5,053+28.7% | $4,647+40.0% |
| Admin fee / account holder | $85 | $235-64.1% | $9,451-99.1% | $430-80.4% |