Filed January 4, 2018
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 | $13,816 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,230 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $81,329 | $80,177+1.4% | $123,892-34.4% | $57,658+41.1% |
| Participation rate | 92.2% | 74.4%+17.7pp | 81.4%+10.8pp | 70.2%+21.9pp |
| Annual return | 8.03% | 17.90%-9.9pp | 47.52%-39.5pp | 5.13%+2.9pp |
| Employer contribution / active EE | $1,660 | $2,913-43.0% | $4,617-64.0% | $1,974-15.9% |
| Participant deferral / active EE | $8,308 | $5,130+61.9% | $5,984+38.8% | $3,061+171.4% |
| Admin fee / account holder | $13 | $106-88.2% | $8,357-99.8% | $95-86.7% |