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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,732 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,546 |
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 | $77,233 | $59,186+30.5% | $76,768+0.6% | $56,287+37.2% |
| Participation rate | 95.7% | 75.2%+20.5pp | 77.0%+18.7pp | 69.9%+25.9pp |
| Annual return | -4.44% | 6.62%-11.1pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $3,742 | $1,759+112.8% | $2,485+50.6% | $2,111+77.3% |
| Participant deferral / active EE | $5,756 | $3,255+76.9% | $3,852+49.5% | $3,350+71.8% |
| Admin fee / account holder | $115 | $489-76.4% | $6,675-98.3% | $521-77.9% |