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 | $91,581 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,242 |
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 | $94,317 | $72,254+30.5% | $86,677+8.8% | $64,808+45.5% |
| Participation rate | 91.4% | 80.4%+11.0pp | 76.6%+14.8pp | 71.5%+19.9pp |
| Annual return | -16.14% | 392.42%-408.6pp | 35.91%-52.0pp | 32.82%-49.0pp |
| Employer contribution / active EE | $3,165 | $2,393+32.3% | $2,836+11.6% | $2,506+26.3% |
| Participant deferral / active EE | $7,047 | $4,658+51.3% | $4,656+51.4% | $4,310+63.5% |
| Admin fee / account holder | $138 | $174-20.9% | $7,493-98.2% | $188-26.8% |