Filed February 17, 2016 (most recent of 2 filings on file)
Total covered: 7 employees
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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,153 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,884 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,099 | $47,126+106.0% | $149,673-35.1% | $74,419+30.5% |
| Participation rate | 98.0% | 63.4%+34.6pp | 78.8%+19.3pp | 70.7%+27.3pp |
| Annual return | 23.65% | 22.75%+0.9pp | 134.42%-110.8pp | 34.38%-10.7pp |
| Employer contribution / active EE | $6,339 | $1,905+232.7% | $4,818+31.6% | $2,637+140.4% |
| Participant deferral / active EE | $10,411 | $2,728+281.7% | $5,680+83.3% | $4,528+129.9% |
| Admin fee / account holder | -$2 | $343-100.7% | $13,210-100.0% | $348-100.6% |