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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,392 |
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 | $99,393 | $66,601+49.2% | $92,893+7.0% | $67,579+47.1% |
| Participation rate | 99.5% | 72.5%+27.0pp | 76.0%+23.5pp | 71.3%+28.2pp |
| Annual return | 54.11% | 92.58%-38.5pp | 109.41%-55.3pp | 378.56%-324.4pp |
| Employer contribution / active EE | $2,274 | $2,775-18.1% | $3,653-37.8% | $2,148+5.9% |
| Participant deferral / active EE | $6,066 | $3,157+92.2% | $4,236+43.2% | $3,539+71.4% |
| Admin fee / account holder | -$77 | $199-138.7% | $5,794-101.3% | $142-154.1% |