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 | $1,254,538 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $206,298 |
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.
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 | $100,224 | $111,945-10.5% | $62,995+59.1% | $80,976+23.8% |
| Participation rate | 56.3% | 65.1%-8.7pp | 74.8%-18.5pp | 68.3%-11.9pp |
| Annual return | 18.22% | 17.10%+1.1pp | 87.57%-69.3pp | 22.91%-4.7pp |
| Employer contribution / active EE | $2,868 | $4,590-37.5% | $2,759+4.0% | $2,402+19.4% |
| Participant deferral / active EE | $5,788 | $3,579+61.7% | $3,329+73.9% | $3,848+50.4% |
| Admin fee / account holder | $63 | $24+158.7% | $3,600-98.2% | $67-6.1% |