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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,371 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,458 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,428 | $72,254+124.8% | $86,677+87.4% | $64,808+150.6% |
| Participation rate | 92.5% | 80.4%+12.1pp | 76.6%+15.9pp | 71.5%+21.1pp |
| Annual return | -20.13% | 392.42%-412.6pp | 35.91%-56.0pp | 32.82%-53.0pp |
| Employer contribution / active EE | $3,800 | $2,393+58.8% | $2,836+34.0% | $2,506+51.6% |
| Participant deferral / active EE | $8,609 | $4,658+84.8% | $4,656+84.9% | $4,310+99.7% |
| Admin fee / account holder | $123 | $174-29.5% | $7,493-98.4% | $188-34.7% |