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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,444 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,408 |
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 | $112,680 | $65,118+73.0% | $76,768+46.8% | $55,725+102.2% |
| Participation rate | 94.0% | 79.6%+14.4pp | 77.0%+17.0pp | 70.9%+23.1pp |
| Annual return | 26.73% | -1.27%+28.0pp | 2.43%+24.3pp | 244.93%-218.2pp |
| Employer contribution / active EE | $2,657 | $1,941+36.9% | $2,485+6.9% | $2,078+27.9% |
| Participant deferral / active EE | $5,413 | $3,688+46.8% | $3,852+40.5% | $3,356+61.3% |
| Admin fee / account holder | -$23 | $116-119.9% | $6,675-100.3% | $115-120.0% |