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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,111 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,551 |
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 | $101,395 | $69,305+46.3% | $82,313+23.2% | $69,631+45.6% |
| Participation rate | 84.8% | 80.3%+4.5pp | 76.9%+7.9pp | 70.7%+14.1pp |
| Annual return | 21.82% | 21.47%+0.3pp | 25.88%-4.1pp | 27571.02%-27549.2pp |
| Employer contribution / active EE | $2,064 | $1,887+9.4% | $2,428-15.0% | $2,032+1.6% |
| Participant deferral / active EE | $4,156 | $3,568+16.5% | $3,706+12.1% | $3,224+28.9% |
| Admin fee / account holder | -$31 | $97-132.1% | $5,608-100.6% | $110-128.3% |