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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $234,934 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $176,383 |
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 | $149,702 | $118,337+26.5% | $189,513-21.0% | $93,030+60.9% |
| Participation rate | 86.7% | 89.1%-2.3pp | 87.8%-1.1pp | 73.9%+12.8pp |
| Annual return | 18.74% | 21.77%-3.0pp | 555.15%-536.4pp | 158.70%-140.0pp |
| Employer contribution / active EE | $3,415 | $4,204-18.8% | $6,162-44.6% | $2,706+26.2% |
| Participant deferral / active EE | $7,090 | $7,123-0.5% | $8,221-13.8% | $4,562+55.4% |
| Admin fee / account holder | $89 | $100-10.2% | $12,045-99.3% | $152-41.0% |