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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,733 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
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 | $187,488 | $106,028+76.8% | $146,958+27.6% | $77,643+141.5% |
| Participation rate | 76.0% | 78.4%-2.4pp | 82.2%-6.2pp | 70.6%+5.4pp |
| Annual return | 21.48% | 56.73%-35.3pp | 418.34%-396.9pp | 31.24%-9.8pp |
| Employer contribution / active EE | $5,914 | $4,063+45.6% | $4,933+19.9% | $2,726+117.0% |
| Participant deferral / active EE | $12,559 | $7,990+57.2% | $8,070+55.6% | $4,647+170.2% |
| Admin fee / account holder | $144 | $337-57.4% | $12,998-98.9% | $430-66.6% |