Filed December 9, 2015 (most recent of 4 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 |
|---|---|---|
FID INV INST OPS CO6+ years Service code 37 · EIN 04-2647786 | Loan Processing | $398,485 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISERS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $155,169 |
SAGEPOINT FINANCIAL INC1 year Filed as: RESOURCE INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $138,389 |
MCSOLEY MCCOY & CO4 years Service code 10 · EIN 03-0032737 | Accounting | $14,500 |
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 | $131,972 | $63,259+108.6% | $178,490-26.1% | $93,223+41.6% |
| Participation rate | 93.4% | 72.1%+21.2pp | 81.9%+11.4pp | 74.9%+18.5pp |
| Annual return | 15.90% | 19.93%-4.0pp | 151.07%-135.2pp | 19.29%-3.4pp |
| Employer contribution / active EE | $4,703 | $1,865+152.2% | $5,011-6.1% | $2,680+75.5% |
| Participant deferral / active EE | $6,000 | $3,372+77.9% | $5,202+15.3% | $4,563+31.5% |
| Admin fee / account holder | $60 | $58+2.9% | $13,984-99.6% | $79-24.6% |