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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,413 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $147,501 | $73,404+100.9% | $87,100+69.3% | $67,579+118.3% |
| Participation rate | 93.5% | 80.9%+12.7pp | 76.9%+16.7pp | 71.3%+22.3pp |
| Annual return | 23.53% | 48.29%-24.8pp | 28.19%-4.7pp | 378.56%-355.0pp |
| Employer contribution / active EE | $2,940 | $2,014+46.0% | $2,521+16.6% | $2,148+36.9% |
| Participant deferral / active EE | $6,125 | $3,913+56.5% | $4,049+51.3% | $3,539+73.1% |
| Admin fee / account holder | -$19 | $142-113.5% | $7,497-100.3% | $142-113.4% |