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 | $17,913 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,171 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,714 | $72,254-34.0% | $86,677-45.0% | $64,808-26.4% |
| Participation rate | 88.3% | 80.4%+7.8pp | 76.6%+11.7pp | 71.5%+16.8pp |
| Annual return | -18.92% | 392.42%-411.3pp | 35.91%-54.8pp | 32.82%-51.7pp |
| Employer contribution / active EE | $1,984 | $2,393-17.1% | $2,836-30.1% | $2,506-20.8% |
| Participant deferral / active EE | $4,053 | $4,658-13.0% | $4,656-12.9% | $4,310-6.0% |
| Admin fee / account holder | $133 | $174-23.4% | $7,493-98.2% | $188-29.1% |