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 | $84,210 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,466 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,463 | $99,078+1.4% | $96,544+4.1% | $74,419+35.0% |
| Participation rate | 90.5% | 80.7%+9.8pp | 76.0%+14.5pp | 70.7%+19.7pp |
| Annual return | 16.60% | 22.48%-5.9pp | 25.84%-9.2pp | 34.38%-17.8pp |
| Employer contribution / active EE | $3,258 | $2,570+26.7% | $2,965+9.9% | $2,637+23.5% |
| Participant deferral / active EE | $7,137 | $4,933+44.7% | $4,851+47.1% | $4,528+57.6% |
| Admin fee / account holder | $124 | $225-44.9% | $8,252-98.5% | $348-64.4% |