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 8-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 | $5,044 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94 |
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,783 | $69,305-59.9% | $82,313-66.2% | $69,631-60.1% |
| Participation rate | 91.9% | 80.3%+11.6pp | 76.9%+15.0pp | 70.7%+21.2pp |
| Annual return | 16.11% | 21.47%-5.4pp | 25.88%-9.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $857 | $1,887-54.6% | $2,428-64.7% | $2,032-57.8% |
| Participant deferral / active EE | $673 | $3,568-81.1% | $3,706-81.8% | $3,224-79.1% |
| Admin fee / account holder | $11 | $97-88.7% | $5,608-99.8% | $110-90.1% |