Filed November 18, 2019 (most recent of 5 filings on file)
Total covered: 16 employees
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,019 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,586 | $108,549-1.8% | $156,263-31.8% | $85,563+24.6% |
| Participation rate | 94.6% | 77.1%+17.5pp | 78.9%+15.6pp | 66.0%+28.6pp |
| Annual return | 17.14% | 21.79%-4.6pp | 59.47%-42.3pp | 31.51%-14.4pp |
| Employer contribution / active EE | $859 | $2,690-68.1% | $4,333-80.2% | $2,654-67.6% |
| Participant deferral / active EE | $8,213 | $4,800+71.1% | $6,158+33.4% | $4,375+87.7% |
| Admin fee / account holder | $55 | $650-91.5% | $14,255-99.6% | $834-93.4% |