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 3-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 | $85,020 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,587 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,264 | $110,282-65.3% | $102,438-62.6% | $199,768-80.8% |
| Participation rate | 97.2% | 86.3%+10.9pp | 76.5%+20.7pp | 72.0%+25.2pp |
| Annual return | 7.47% | 35.75%-28.3pp | 29.37%-21.9pp | 34.26%-26.8pp |
| Employer contribution / active EE | $2,964 | $3,603-17.7% | $3,024-2.0% | $3,037-2.4% |
| Participant deferral / active EE | $6,733 | $6,376+5.6% | $5,054+33.2% | $5,090+32.3% |
| Admin fee / account holder | $57 | $122-53.4% | $9,448-99.4% | $269-78.8% |