Filed September 21, 2015 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISERS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,624 |
CAP FINANCIAL PARTNERS, LLC4+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 16 · EIN 26-0058143 | Consulting | $19,657 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,031 | $46,969+68.3% | $154,107-48.7% | $73,367+7.7% |
| Participation rate | 15.7% | 72.4%-56.7pp | 83.0%-67.3pp | 69.5%-53.8pp |
| Annual return | -3.70% | 821.68%-825.4pp | 735.12%-738.8pp | 173.45%-177.2pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $5,298-100.0% | $2,499-100.0% |
| Participant deferral / active EE | $978 | $3,162-69.1% | $5,081-80.7% | $4,033-75.7% |
| Admin fee / account holder | $9 | $47-79.9% | $13,411-99.9% | $68-86.3% |