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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,007 |
PRICEWATERHOUSECOOPERS LLP5+ years Service code 10 · EIN 13-4008324 | Accounting | $63,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,527 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,187 | $95,776+29.7% | $162,163-23.4% | $77,787+59.7% |
| Participation rate | 90.3% | 88.6%+1.6pp | 87.6%+2.7pp | 73.2%+17.0pp |
| Annual return | 25.04% | 37.03%-12.0pp | 115.59%-90.5pp | 32.57%-7.5pp |
| Employer contribution / active EE | $3,266 | $3,874-15.7% | $5,614-41.8% | $2,504+30.4% |
| Participant deferral / active EE | $6,518 | $6,125+6.4% | $7,298-10.7% | $3,967+64.3% |
| Admin fee / account holder | $56 | $88-36.1% | $10,843-99.5% | $100-44.0% |