Filed September 22, 2015
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $100,470 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,418 | $106,028-21.3% | $146,958-43.2% | $77,643+7.4% |
| Participation rate | 93.9% | 78.4%+15.5pp | 82.2%+11.7pp | 70.6%+23.3pp |
| Annual return | 14.55% | 56.73%-42.2pp | 418.34%-403.8pp | 31.24%-16.7pp |
| Employer contribution / active EE | $8,751 | $4,063+115.4% | $4,933+77.4% | $2,726+221.0% |
| Participant deferral / active EE | $18,301 | $7,990+129.0% | $8,070+126.8% | $4,647+293.8% |
| Admin fee / account holder | $118 | $337-65.0% | $12,998-99.1% | $430-72.6% |