Filed January 8, 2019 (most recent of 2 filings on file)
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 | $65,070 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $42,436 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,048 |
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 | $88,352 | $49,468+78.6% | $150,298-41.2% | $103,975-15.0% |
| Participation rate | 94.3% | 58.1%+36.1pp | 77.8%+16.5pp | 72.5%+21.7pp |
| Annual return | 26.97% | 38.98%-12.0pp | 62.79%-35.8pp | 19.41%+7.6pp |
| Employer contribution / active EE | $6,204 | $1,670+271.6% | $4,154+49.4% | $3,722+66.7% |
| Participant deferral / active EE | $8,691 | $2,650+227.9% | $5,453+59.4% | $5,343+62.7% |
| Admin fee / account holder | $105 | $385-72.6% | $14,116-99.3% | $332-68.3% |