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) | $35,226 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,024 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,752 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,808 | $44,642+9.3% | $91,220-46.5% | $66,914-27.1% |
| Participation rate | 92.3% | 64.9%+27.4pp | 73.2%+19.1pp | 69.8%+22.5pp |
| Annual return | -16.34% | -12.29%-4.0pp | 114.01%-130.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,451 | $1,706-14.9% | $2,850-49.1% | $2,544-42.9% |
| Participant deferral / active EE | $4,363 | $3,349+30.3% | $4,234+3.0% | $4,237+3.0% |
| Admin fee / account holder | $171 | $521-67.2% | $5,420-96.8% | $593-71.2% |