Filed January 4, 2017 (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 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 |
|---|---|---|
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $41,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,130 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,255 |
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 | $69,797 | $60,488+15.4% | $109,895-36.5% | $79,386-12.1% |
| Participation rate | 93.5% | 67.0%+26.5pp | 74.2%+19.3pp | 70.7%+22.8pp |
| Annual return | 13.31% | 189.57%-176.3pp | 29.45%-16.1pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,618 | $1,649-1.9% | $2,842-43.1% | $2,427-33.4% |
| Participant deferral / active EE | $4,613 | $3,220+43.2% | $4,048+13.9% | $4,046+14.0% |
| Admin fee / account holder | $256 | $605-57.6% | $6,066-95.8% | $626-59.1% |