Filed February 16, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $92,172 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,026 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $100,604 | $73,404+37.1% | $87,100+15.5% | $67,579+48.9% |
| Participation rate | 89.8% | 80.9%+8.9pp | 76.9%+12.9pp | 71.3%+18.5pp |
| Annual return | 24.76% | 48.29%-23.5pp | 28.19%-3.4pp | 378.56%-353.8pp |
| Employer contribution / active EE | $3,228 | $2,014+60.3% | $2,521+28.0% | $2,148+50.3% |
| Participant deferral / active EE | $7,017 | $3,913+79.3% | $4,049+73.3% | $3,539+98.3% |
| Admin fee / account holder | $137 | $142-3.2% | $7,497-98.2% | $142-3.7% |