Filed January 9, 2018
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,353 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,561 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,206 | $130,141-23.8% | $86,677+14.5% | $77,904+27.3% |
| Participation rate | 98.1% | 85.9%+12.2pp | 76.6%+21.6pp | 73.7%+24.5pp |
| Annual return | -15.67% | -12.75%-2.9pp | 35.91%-51.6pp | 12.21%-27.9pp |
| Employer contribution / active EE | $5,027 | $3,220+56.1% | $2,836+77.2% | $2,848+76.5% |
| Participant deferral / active EE | $7,139 | $5,757+24.0% | $4,656+53.4% | $4,806+48.6% |
| Admin fee / account holder | $66 | $132-49.9% | $7,493-99.1% | $133-50.2% |