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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,761 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $192,148 | $99,078+93.9% | $96,544+99.0% | $74,419+158.2% |
| Participation rate | 92.4% | 80.7%+11.8pp | 76.0%+16.5pp | 70.7%+21.7pp |
| Annual return | 23.47% | 22.48%+1.0pp | 25.84%-2.4pp | 34.38%-10.9pp |
| Employer contribution / active EE | $3,908 | $2,570+52.0% | $2,965+31.8% | $2,637+48.2% |
| Participant deferral / active EE | $9,160 | $4,933+85.7% | $4,851+88.8% | $4,528+102.3% |
| Admin fee / account holder | $110 | $225-50.9% | $8,252-98.7% | $348-68.3% |