Filed March 31, 2016 (most recent of 5 filings on file)
Total covered: 212 employees
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $125,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,304 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $209,935 | $105,247+99.5% | $87,100+141.0% | $77,787+169.9% |
| Participation rate | 94.7% | 85.8%+8.9pp | 76.9%+17.8pp | 73.2%+21.5pp |
| Annual return | 16.99% | 24.52%-7.5pp | 28.19%-11.2pp | 32.57%-15.6pp |
| Employer contribution / active EE | $11,539 | $2,895+298.6% | $2,521+357.6% | $2,504+360.7% |
| Participant deferral / active EE | $8,607 | $5,060+70.1% | $4,049+112.6% | $3,967+117.0% |
| Admin fee / account holder | $16 | $104-84.8% | $7,497-99.8% | $100-84.2% |