Filed March 27, 2015
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 8-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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,424 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,314 |
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 | $91,509 | $64,909+41.0% | $82,313+11.2% | $62,292+46.9% |
| Participation rate | 98.2% | 74.9%+23.3pp | 76.9%+21.3pp | 69.5%+28.7pp |
| Annual return | 21.98% | 21.18%+0.8pp | 25.88%-3.9pp | 28.90%-6.9pp |
| Employer contribution / active EE | $3,858 | $1,676+130.2% | $2,428+58.9% | $2,042+88.9% |
| Participant deferral / active EE | $5,718 | $3,103+84.3% | $3,706+54.3% | $3,169+80.4% |
| Admin fee / account holder | $89 | $440-79.8% | $5,608-98.4% | $479-81.5% |