Filed January 15, 2020 (most recent of 3 filings on file)
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 9-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 | $1,512,207 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,180,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $111,448 | $145,906-23.6% | $67,502+65.1% | $106,382+4.8% |
| Participation rate | 0.0% | 67.1%-67.1pp | 72.9%-72.9pp | 69.9%-69.9pp |
| Annual return | 13.91% | 15.10%-1.2pp | 3512.12%-3498.2pp | 17.37%-3.5pp |
| Employer contribution / active EE | $3,023 | $6,028-49.8% | $2,731+10.7% | $3,364-10.1% |
| Participant deferral / active EE | $6,966 | $5,093+36.8% | $4,000+74.2% | $5,569+25.1% |
| Admin fee / account holder | $63 | $38+66.9% | $3,998-98.4% | $79-20.3% |