Filed September 13, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,698 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,262 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,284 | $46,292+38.9% | $143,757-55.3% | $64,808-0.8% |
| Participation rate | 76.4% | 64.2%+12.1pp | 80.3%-4.0pp | 71.5%+4.9pp |
| Annual return | -18.11% | -10.05%-8.1pp | -0.04%-18.1pp | 32.82%-50.9pp |
| Employer contribution / active EE | $2,277 | $1,910+19.3% | $4,951-54.0% | $2,506-9.1% |
| Participant deferral / active EE | $3,382 | $2,646+27.8% | $5,637-40.0% | $4,310-21.5% |
| Admin fee / account holder | $84 | $154-45.3% | $14,673-99.4% | $188-55.2% |