Filed December 4, 2018 (most recent of 2 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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Service code 16 · EIN 20-4751585 | Consulting | $59,720 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,270 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,154 | $37,039+75.9% | $147,614-55.9% | $59,188+10.1% |
| Participation rate | 96.9% | 63.8%+33.1pp | 84.6%+12.3pp | 69.4%+27.5pp |
| Annual return | 1.14% | 7.19%-6.0pp | 61.98%-60.8pp | 5.51%-4.4pp |
| Employer contribution / active EE | $3,128 | $1,353+131.2% | $5,564-43.8% | $2,098+49.1% |
| Participant deferral / active EE | $3,776 | $2,094+80.4% | $4,895-22.9% | $3,265+15.7% |
| Admin fee / account holder | $32 | $60-46.8% | $11,611-99.7% | $92-65.2% |