Filed March 8, 2019 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,215 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Service code 10 · EIN 31-0800053 | Accounting | $14,000 |
Filed as: PRICEWATERHOUSECOOPE Service code 99 · EIN 13-4008324 | Other Fees | $9,600 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,398 | $80,211+36.4% | $74,183+47.5% | $63,975+71.0% |
| Participation rate | 96.4% | 84.2%+12.2pp | 76.6%+19.8pp | 71.1%+25.3pp |
| Annual return | 4.66% | 14.13%-9.5pp | 17.74%-13.1pp | 48.65%-44.0pp |
| Employer contribution / active EE | $4,447 | $2,553+74.2% | $2,370+87.6% | $2,182+103.8% |
| Participant deferral / active EE | $6,457 | $4,370+47.8% | $3,550+81.9% | $3,356+92.4% |
| Admin fee / account holder | $5 | $67-93.2% | $5,586-99.9% | $70-93.5% |