Filed January 27, 2020 (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 | $194,187 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,751 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,122 | $148,970-67.7% | $136,007-64.6% | $199,593-75.9% |
| Participation rate | 88.6% | 79.4%+9.3pp | 76.5%+12.2pp | 72.0%+16.7pp |
| Annual return | 8.19% | 27.07%-18.9pp | 579.32%-571.1pp | 34.25%-26.1pp |
| Employer contribution / active EE | $53 | $3,561-98.5% | $4,217-98.7% | $3,034-98.2% |
| Participant deferral / active EE | $5,434 | $6,140-11.5% | $7,025-22.6% | $5,087+6.8% |
| Admin fee / account holder | $186 | $144+29.2% | $6,858-97.3% | $269-30.9% |