Filed December 1, 2016
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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 | $57,482 |
Service code 27 · EIN 80-0833114 | Advisory (Plan) | $38,186 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,941 | $29,548-8.8% | $56,411-52.2% | $77,643-65.3% |
| Participation rate | 64.6% | 32.7%+31.9pp | 52.5%+12.1pp | 70.6%-6.0pp |
| Annual return | 13.87% | 19.01%-5.1pp | 1701.33%-1687.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,346 | $568+137.1% | $1,039+29.6% | $2,726-50.6% |
| Participant deferral / active EE | $2,288 | $1,061+115.7% | $1,952+17.2% | $4,647-50.8% |
| Admin fee / account holder | $148 | $1,046-85.8% | $2,829-94.8% | $430-65.5% |