Filed May 10, 2018
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) | $3,660,520 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,294,437 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 27 · EIN 27-4411131 | Advisory (Plan) | $112,500 |
MERCER3 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $99,631 |
Filed as: FIDUCIARY DECISIONS Service code 16 · EIN 45-1373191 | Consulting | $9,500 |
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 | $118,873 | $135,240-12.1% | $169,993-30.1% | $96,393+23.3% |
| Participation rate | 97.5% | 86.5%+11.0pp | 87.0%+10.5pp | 71.3%+26.3pp |
| Annual return | 17.46% | 22.04%-4.6pp | 53.37%-35.9pp | 22.88%-5.4pp |
| Employer contribution / active EE | $4,178 | $5,029-16.9% | $6,785-38.4% | $3,238+29.0% |
| Participant deferral / active EE | $7,696 | $8,138-5.4% | $10,408-26.0% | $5,455+41.1% |
| Admin fee / account holder | $66 | $85-21.8% | $12,815-99.5% | $74-10.1% |