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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $124,408 |
Service code 37 · EIN 04-2647786 | Loan Processing | $116,541 |
Form 5500 reported that benefits due were not provided when due.
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 | $137,447 | $110,699+24.2% | $177,821-22.7% | $90,288+52.2% |
| Participation rate | 88.6% | 88.3%+0.3pp | 87.7%+0.9pp | 73.4%+15.3pp |
| Annual return | 16.20% | 22.79%-6.6pp | 48.32%-32.1pp | 53.97%-37.8pp |
| Employer contribution / active EE | $3,257 | $4,118-20.9% | $5,918-45.0% | $2,524+29.0% |
| Participant deferral / active EE | $6,644 | $6,731-1.3% | $7,714-13.9% | $4,232+57.0% |
| Admin fee / account holder | $74 | $90-17.6% | $12,427-99.4% | $114-35.0% |