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 | $14,345 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,820 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,767 | $99,078-37.7% | $96,544-36.0% | $74,419-17.0% |
| Participation rate | 87.4% | 80.7%+6.7pp | 76.0%+11.4pp | 70.7%+16.6pp |
| Annual return | 18.21% | 22.48%-4.3pp | 25.84%-7.6pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,295 | $2,570-10.7% | $2,965-22.6% | $2,637-13.0% |
| Participant deferral / active EE | $4,428 | $4,933-10.2% | $4,851-8.7% | $4,528-2.2% |
| Admin fee / account holder | $154 | $225-31.4% | $8,252-98.1% | $348-55.7% |