Filed December 7, 2016
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,975 | $89,652+18.2% | $141,162-24.9% | $65,185+62.6% |
| Participation rate | 92.1% | 74.7%+17.4pp | 82.5%+9.7pp | 70.2%+21.9pp |
| Annual return | 35.55% | 32.79%+2.8pp | 71.39%-35.8pp | 29.38%+6.2pp |
| Employer contribution / active EE | $5,149 | $3,065+68.0% | $4,735+8.8% | $2,177+136.6% |
| Participant deferral / active EE | $12,271 | $5,691+115.6% | $6,709+82.9% | $3,514+249.2% |
| Admin fee / account holder | $61 | $569-89.3% | $10,261-99.4% | $847-92.8% |