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 | $107,670 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,310 |
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 | $121,578 | $185,342-34.4% | $111,297+9.2% | $86,799+40.1% |
| Participation rate | 91.2% | 81.0%+10.2pp | 77.3%+13.9pp | 72.3%+18.9pp |
| Annual return | 15.60% | 500.80%-485.2pp | 54.65%-39.0pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,924 | $2,246+30.2% | $2,731+7.1% | $2,405+21.6% |
| Participant deferral / active EE | $6,847 | $4,458+53.6% | $4,487+52.6% | $4,131+65.8% |
| Admin fee / account holder | $172 | $255-32.8% | $7,964-97.8% | $170+1.3% |