Filed May 10, 2018
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) | $5,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,063 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,625 | $155,795-35.4% | $136,294-26.2% | $69,631+44.5% |
| Participation rate | 92.6% | 75.2%+17.4pp | 81.9%+10.7pp | 70.7%+21.9pp |
| Annual return | 23.39% | 232464.33%-232440.9pp | 5155.94%-5132.5pp | 27571.02%-27547.6pp |
| Employer contribution / active EE | $1 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $11,665 | $5,394+116.3% | $6,247+86.7% | $3,224+261.8% |
| Admin fee / account holder | $7 | $128-94.3% | $9,243-99.9% | $110-93.4% |