Filed May 31, 2017
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 13 7365 KIRKWOOD COURT N · MAPLE GROVE, MN 55369 | Contract Administrator | $36,600 |
STRONG CAPITAL MANAGEMENT2 years Filed as: STRONG TOWER ADVISOR Service code 27 333 SEVENTH STREET · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $30,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,188 | $2,679,533-98.3% | $164,813-72.0% | $199,593-76.9% |
| Participation rate | 92.2% | 78.3%+13.9pp | 78.6%+13.6pp | 72.0%+20.2pp |
| Annual return | 14.09% | 17.93%-3.8pp | 69.93%-55.8pp | 34.25%-20.2pp |
| Employer contribution / active EE | $776 | $2,970-73.9% | $4,341-82.1% | $3,034-74.4% |
| Participant deferral / active EE | $5,001 | $5,010-0.2% | $6,031-17.1% | $5,087-1.7% |
| Admin fee / account holder | $29 | $1,982-98.6% | $12,690-99.8% | $269-89.3% |