Filed September 11, 2019 (most recent of 3 filings on file)
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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | $68,500 |
CLEARSTEAD ADVISORS, LLC4 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $60,000 |
MEADEN & MOORE, LTD.4 years Filed as: MEADEN AND MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $16,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,137 | $126,111-10.3% | $142,449-20.6% | $80,160+41.1% |
| Participation rate | 93.4% | 87.5%+5.9pp | 76.8%+16.6pp | 72.9%+20.5pp |
| Annual return | 20.73% | 23.39%-2.7pp | 19.99%+0.7pp | 40.38%-19.7pp |
| Employer contribution / active EE | $4,717 | $6,430-26.6% | $4,847-2.7% | $2,978+58.4% |
| Participant deferral / active EE | $7,018 | $7,822-10.3% | $6,283+11.7% | $5,017+39.9% |
| Admin fee / account holder | $103 | $92+11.1% | $10,011-99.0% | $145-29.2% |