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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,243 |
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
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 | $149,786 | $99,957+49.9% | $149,696+0.1% | $73,488+103.8% |
| Participation rate | 90.4% | 75.7%+14.7pp | 82.5%+8.0pp | 70.7%+19.8pp |
| Annual return | 23.79% | 53.87%-30.1pp | 276.60%-252.8pp | 28.51%-4.7pp |
| Employer contribution / active EE | $6,538 | $3,191+104.9% | $4,644+40.8% | $2,270+188.0% |
| Participant deferral / active EE | $13,172 | $6,073+116.9% | $6,842+92.5% | $3,740+252.2% |
| Admin fee / account holder | $71 | $551-87.1% | $9,309-99.2% | $513-86.2% |