Filed June 7, 2019
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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 | $45,532 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,669 | $45,719-41.7% | $96,139-72.3% | $93,030-71.3% |
| Participation rate | 78.8% | 45.8%+33.0pp | 68.4%+10.4pp | 73.9%+4.9pp |
| Annual return | 15.80% | 3211.95%-3196.1pp | 191.94%-176.1pp | 158.70%-142.9pp |
| Employer contribution / active EE | $720 | $1,139-36.7% | $2,797-74.2% | $2,706-73.4% |
| Participant deferral / active EE | $1,829 | $2,344-22.0% | $4,349-57.9% | $4,562-59.9% |
| Admin fee / account holder | $23 | $128-82.2% | $5,537-99.6% | $152-85.0% |