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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,842 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,190 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,714 | $176,491+44.3% | $95,952+165.5% | $90,288+182.1% |
| Participation rate | 93.5% | 86.6%+6.9pp | 77.1%+16.4pp | 73.4%+20.1pp |
| Annual return | 17.80% | 20.14%-2.3pp | 91.61%-73.8pp | 53.97%-36.2pp |
| Employer contribution / active EE | $5,871 | $2,789+110.5% | $2,541+131.1% | $2,524+132.6% |
| Participant deferral / active EE | $8,892 | $5,340+66.5% | $4,167+113.4% | $4,232+110.1% |
| Admin fee / account holder | $15 | $154-90.3% | $6,795-99.8% | $114-86.9% |