Filed September 28, 2015 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,395 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,499 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $24,733 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,762 | $211,459+12.4% | $119,258+99.4% | $93,030+155.6% |
| Participation rate | 98.5% | 94.1%+4.5pp | 82.7%+15.8pp | 73.9%+24.6pp |
| Annual return | 14.71% | 39.10%-24.4pp | 30.69%-16.0pp | 158.70%-144.0pp |
| Employer contribution / active EE | $9,013 | $5,958+51.3% | $4,384+105.6% | $2,706+233.1% |
| Participant deferral / active EE | $14,163 | $9,654+46.7% | $6,111+131.8% | $4,562+210.4% |
| Admin fee / account holder | $179 | $124+44.6% | $7,226-97.5% | $152+17.9% |