Filed June 7, 2014 (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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,299 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,936 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $93,543 | $63,905+46.4% | $74,183+26.1% | $57,658+62.2% |
| Participation rate | 90.3% | 79.8%+10.6pp | 76.6%+13.7pp | 70.2%+20.1pp |
| Annual return | 4.71% | 60.60%-55.9pp | 17.74%-13.0pp | 5.13%-0.4pp |
| Employer contribution / active EE | $2,133 | $1,840+15.9% | $2,370-10.0% | $1,974+8.1% |
| Participant deferral / active EE | $4,167 | $3,448+20.8% | $3,550+17.4% | $3,061+36.1% |
| Admin fee / account holder | -$25 | $91-127.0% | $5,586-100.4% | $95-126.0% |