Filed December 18, 2015
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,732 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,745 | $82,422-59.1% | $67,652-50.1% | $67,505-50.0% |
| Participation rate | 97.5% | 84.2%+13.3pp | 75.7%+21.8pp | 71.2%+26.3pp |
| Annual return | 16.55% | 12.72%+3.8pp | 6625.04%-6608.5pp | 6.52%+10.0pp |
| Employer contribution / active EE | $2,909 | $2,879+1.0% | $2,266+28.4% | $2,173+33.9% |
| Participant deferral / active EE | $6,395 | $5,020+27.4% | $3,560+79.7% | $3,597+77.8% |
| Admin fee / account holder | $5 | $53-90.8% | $4,821-99.9% | $56-91.3% |