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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,336 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$61,876 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $311,322 | $85,135+265.7% | $98,907+214.8% | $73,409+324.1% |
| Participation rate | 99.8% | 81.1%+18.7pp | 76.0%+23.8pp | 72.2%+27.6pp |
| Annual return | 12.65% | 19.14%-6.5pp | 196.43%-183.8pp | 59.29%-46.6pp |
| Employer contribution / active EE | $16,348 | $2,721+500.8% | $2,689+508.0% | $2,234+631.9% |
| Participant deferral / active EE | $16,929 | $4,349+289.2% | $4,244+298.9% | $3,805+344.9% |
| Admin fee / account holder | -$1 | $139-100.8% | $6,642-100.0% | $158-100.7% |