Filed April 18, 2016 (most recent of 4 filings on file)
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 10-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 |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $538,173 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $118,639 |
Service code 10 · EIN 93-1238515 | Accounting | $75,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,917 | $52,346+58.4% | $143,757-42.3% | $78,044+6.2% |
| Participation rate | 87.7% | 72.7%+15.0pp | 80.3%+7.4pp | 74.4%+13.2pp |
| Annual return | -15.56% | -14.19%-1.4pp | -0.04%-15.5pp | 10.87%-26.4pp |
| Employer contribution / active EE | $3,882 | $2,131+82.2% | $4,951-21.6% | $3,125+24.2% |
| Participant deferral / active EE | $6,404 | $3,800+68.5% | $5,637+13.6% | $5,084+26.0% |
| Admin fee / account holder | $112 | $63+77.1% | $14,673-99.2% | $79+42.4% |