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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,840 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$41,262 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $178,438 | $79,519+124.4% | $95,952+86.0% | $73,409+143.1% |
| Participation rate | 93.3% | 81.2%+12.1pp | 77.1%+16.2pp | 72.2%+21.1pp |
| Annual return | 21.40% | 19.20%+2.2pp | 91.61%-70.2pp | 59.29%-37.9pp |
| Employer contribution / active EE | $3,012 | $2,048+47.1% | $2,541+18.5% | $2,234+34.8% |
| Participant deferral / active EE | $6,627 | $4,138+60.1% | $4,167+59.0% | $3,805+74.2% |
| Admin fee / account holder | -$16 | $184-108.7% | $6,795-100.2% | $158-110.2% |