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 | $97,510 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,970 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,372 | $79,519+42.6% | $95,952+18.2% | $73,409+54.4% |
| Participation rate | 90.0% | 81.2%+8.8pp | 77.1%+12.9pp | 72.2%+17.8pp |
| Annual return | 13.51% | 19.20%-5.7pp | 91.61%-78.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $3,082 | $2,048+50.5% | $2,541+21.3% | $2,234+38.0% |
| Participant deferral / active EE | $7,101 | $4,138+71.6% | $4,167+70.4% | $3,805+86.6% |
| Admin fee / account holder | $156 | $184-15.6% | $6,795-97.7% | $158-1.4% |