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 | $238,255 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $171,745 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $77,500 |
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 | $120,313 | $95,918+25.4% | $151,611-20.6% | $77,904+54.4% |
| Participation rate | 85.2% | 88.7%-3.5pp | 87.5%-2.3pp | 73.7%+11.5pp |
| Annual return | -14.84% | -5.50%-9.3pp | 3.33%-18.2pp | 12.21%-27.0pp |
| Employer contribution / active EE | $3,552 | $4,330-18.0% | $6,166-42.4% | $2,848+24.7% |
| Participant deferral / active EE | $7,400 | $7,508-1.4% | $8,363-11.5% | $4,806+54.0% |
| Admin fee / account holder | $116 | $93+24.9% | $11,616-99.0% | $133-12.1% |