Filed September 24, 2019
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 | $108,681 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $56,852 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,489 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,984 | $130,141-77.7% | $86,677-66.6% | $77,904-62.8% |
| Participation rate | 92.6% | 85.9%+6.7pp | 76.6%+16.1pp | 73.7%+18.9pp |
| Annual return | -13.34% | -12.75%-0.6pp | 35.91%-49.2pp | 12.21%-25.5pp |
| Employer contribution / active EE | $978 | $3,220-69.6% | $2,836-65.5% | $2,848-65.7% |
| Participant deferral / active EE | $3,593 | $5,757-37.6% | $4,656-22.8% | $4,806-25.2% |
| Admin fee / account holder | $127 | $132-3.4% | $7,493-98.3% | $133-4.0% |