Filed November 27, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$122,157 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,226 | $78,275+45.9% | $109,143+4.7% | $86,799+31.6% |
| Participation rate | 58.0% | 73.8%-15.9pp | 75.9%-17.9pp | 72.3%-14.3pp |
| Annual return | 15.35% | 19.14%-3.8pp | 25.75%-10.4pp | 97.91%-82.6pp |
| Employer contribution / active EE | $1,295 | $3,105-58.3% | $3,722-65.2% | $2,405-46.2% |
| Participant deferral / active EE | $3,983 | $3,641+9.4% | $4,653-14.4% | $4,131-3.6% |
| Admin fee / account holder | -$129 | $198-164.9% | $6,752-101.9% | $170-176.0% |