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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,341 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,172 | $81,537-25.0% | $149,718-59.1% | $69,631-12.1% |
| Participation rate | 81.4% | 86.1%-4.7pp | 87.1%-5.7pp | 70.7%+10.7pp |
| Annual return | 16.23% | 22.79%-6.6pp | 1501.63%-1485.4pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,985 | $3,239-7.8% | $5,445-45.2% | $2,032+46.9% |
| Participant deferral / active EE | $2,761 | $4,994-44.7% | $6,569-58.0% | $3,224-14.3% |
| Admin fee / account holder | $29 | $107-72.6% | $11,283-99.7% | $110-73.5% |