Filed April 27, 2016
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 |
|---|---|---|
Service code 29 · EIN 94-2952627 | Legal | $58,056 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,199 |
SHEA LABAGH DOBBERSTEIN3 years Service code 10 · EIN 94-2290202 | Accounting | $11,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $259,056 | $111,491+132.4% | $189,513+36.7% | $86,799+198.5% |
| Participation rate | 47.7% | 87.3%-39.6pp | 87.8%-40.1pp | 72.3%-24.6pp |
| Annual return | 15.80% | 83.50%-67.7pp | 555.15%-539.4pp | 97.91%-82.1pp |
| Employer contribution / active EE | $3,043 | $3,951-23.0% | $6,162-50.6% | $2,405+26.5% |
| Participant deferral / active EE | $5,337 | $6,437-17.1% | $8,221-35.1% | $4,131+29.2% |
| Admin fee / account holder | $199 | $189+5.6% | $12,045-98.3% | $170+17.6% |