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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,847 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $20,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,918 | $100,227+128.4% | $169,993+34.7% | $74,419+207.6% |
| Participation rate | 33.3% | 87.3%-54.0pp | 87.0%-53.7pp | 70.7%-37.4pp |
| Annual return | 17.87% | 66.08%-48.2pp | 53.37%-35.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,168 | $4,263-72.6% | $6,785-82.8% | $2,637-55.7% |
| Participant deferral / active EE | $4,212 | $7,143-41.0% | $10,408-59.5% | $4,528-7.0% |
| Admin fee / account holder | $119 | $234-49.3% | $12,815-99.1% | $348-65.9% |