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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $213,942 |
Filed as: MESIROW FINANCIAL Service code 17 · EIN 36-3429599 | Pension Consulting | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $42,389 | $100,545-57.8% | $110,238-61.5% | $73,367-42.2% |
| Participation rate | 56.4% | 67.8%-11.4pp | 79.8%-23.4pp | 69.5%-13.0pp |
| Annual return | -5.11% | -1.49%-3.6pp | 314.74%-319.9pp | 173.45%-178.6pp |
| Employer contribution / active EE | $1,269 | $2,405-47.2% | $3,826-66.8% | $2,499-49.2% |
| Participant deferral / active EE | $2,303 | $3,439-33.0% | $4,672-50.7% | $4,033-42.9% |
| Admin fee / account holder | $34 | $81-58.3% | $8,547-99.6% | $68-50.8% |