Filed August 15, 2018 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,783 |
PRICEWATERHOUSECOOPERS LLP4+ years Service code 10 · EIN 13-4008324 | Accounting | $60,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,743 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,429 | $82,546+30.1% | $140,016-23.3% | $75,289+42.7% |
| Participation rate | 90.6% | 88.4%+2.2pp | 87.5%+3.1pp | 72.4%+18.1pp |
| Annual return | 1.98% | -0.36%+2.3pp | 651.12%-649.1pp | -0.04%+2.0pp |
| Employer contribution / active EE | $3,115 | $3,856-19.2% | $5,606-44.4% | $2,405+29.5% |
| Participant deferral / active EE | $5,948 | $5,731+3.8% | $6,927-14.1% | $3,739+59.1% |
| Admin fee / account holder | $67 | $86-21.9% | $10,705-99.4% | $102-34.5% |