Filed April 4, 2019 (most recent of 3 filings on file)
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 | $21,947 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,395 |
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 | $48,772 | $73,404-33.6% | $87,100-44.0% | $67,579-27.8% |
| Participation rate | 89.8% | 80.9%+9.0pp | 76.9%+13.0pp | 71.3%+18.6pp |
| Annual return | 24.62% | 48.29%-23.7pp | 28.19%-3.6pp | 378.56%-353.9pp |
| Employer contribution / active EE | $1,454 | $2,014-27.8% | $2,521-42.3% | $2,148-32.3% |
| Participant deferral / active EE | $3,673 | $3,913-6.1% | $4,049-9.3% | $3,539+3.8% |
| Admin fee / account holder | $80 | $142-43.4% | $7,497-98.9% | $142-43.6% |