Filed December 7, 2016
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
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 | $169,573 | $91,407+85.5% | $135,903+24.8% | $71,457+137.3% |
| Participation rate | 80.1% | 75.7%+4.4pp | 81.9%-1.8pp | 67.9%+12.2pp |
| Annual return | 28.05% | 29.90%-1.8pp | 68.23%-40.2pp | 28.85%-0.8pp |
| Employer contribution / active EE | $6,581 | $3,703+77.7% | $4,856+35.5% | $2,588+154.3% |
| Participant deferral / active EE | $13,806 | $7,092+94.7% | $7,758+78.0% | $4,289+221.9% |
| Admin fee / account holder | $143 | $1,266-88.7% | $10,762-98.7% | $1,587-91.0% |