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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,973 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$100,643 |
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 | $109,581 | $91,517+19.7% | $101,248+8.2% | $73,409+49.3% |
| Participation rate | 76.9% | 73.8%+3.1pp | 75.8%+1.1pp | 72.2%+4.7pp |
| Annual return | 20.59% | 17.17%+3.4pp | 46.47%-25.9pp | 59.29%-38.7pp |
| Employer contribution / active EE | $1,819 | $2,877-36.8% | $3,660-50.3% | $2,234-18.5% |
| Participant deferral / active EE | $5,215 | $3,338+56.2% | $4,370+19.3% | $3,805+37.0% |
| Admin fee / account holder | -$120 | $216-155.5% | $5,945-102.0% | $158-175.9% |