Filed September 28, 2020 (most recent of 2 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 5-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 | $235,232 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $201,879 |
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 | $139,495 | $139,767-0.2% | $153,485-9.1% | $199,593-30.1% |
| Participation rate | 96.7% | 85.1%+11.6pp | 77.1%+19.6pp | 72.0%+24.7pp |
| Annual return | 14.39% | 20.59%-6.2pp | 15.65%-1.3pp | 34.25%-19.9pp |
| Employer contribution / active EE | $7,448 | $6,517+14.3% | $5,039+47.8% | $3,034+145.5% |
| Participant deferral / active EE | $9,153 | $8,055+13.6% | $6,757+35.5% | $5,087+79.9% |
| Admin fee / account holder | $84 | $98-14.0% | $12,724-99.3% | $269-68.7% |