Filed May 10, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,695 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$33,122 |
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 | $205,053 | $90,410+126.8% | $91,001+125.3% | $77,958+163.0% |
| Participation rate | 98.2% | 86.4%+11.8pp | 75.6%+22.6pp | 71.6%+26.6pp |
| Annual return | 18.80% | 21.34%-2.5pp | 4.60%+14.2pp | 20.87%-2.1pp |
| Employer contribution / active EE | $7,651 | $3,392+125.6% | $2,456+211.6% | $2,310+231.2% |
| Participant deferral / active EE | $12,913 | $4,816+168.1% | $3,547+264.0% | $3,537+265.1% |
| Admin fee / account holder | $6 | $79-92.5% | $5,417-99.9% | $97-93.9% |