Filed May 15, 2017
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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,873 |
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 | $239,119 | $59,159+304.2% | $159,960+49.5% | $66,914+257.4% |
| Participation rate | 89.2% | 68.1%+21.1pp | 78.0%+11.3pp | 69.8%+19.4pp |
| Annual return | -23.48% | -12.26%-11.2pp | 408.60%-432.1pp | 1.58%-25.1pp |
| Employer contribution / active EE | $8,531 | $1,983+330.2% | $4,226+101.9% | $2,544+235.3% |
| Participant deferral / active EE | $15,432 | $4,395+251.2% | $6,182+149.6% | $4,237+264.2% |
| Admin fee / account holder | -$10 | $591-101.6% | $8,698-100.1% | $593-101.6% |