Filed November 27, 2017
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,919 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,827 | $50,498+0.7% | $75,781-32.9% | $55,191-7.9% |
| Participation rate | 91.3% | 69.4%+21.9pp | 75.8%+15.5pp | 69.2%+22.2pp |
| Annual return | 4.63% | 1.80%+2.8pp | 9.68%-5.0pp | 10.78%-6.1pp |
| Employer contribution / active EE | $1,498 | $2,291-34.6% | $3,323-54.9% | $1,899-21.1% |
| Participant deferral / active EE | $4,160 | $2,589+60.7% | $3,651+13.9% | $3,046+36.6% |
| Admin fee / account holder | $35 | $123-71.6% | $5,299-99.3% | $91-61.6% |