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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,613 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,644 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,516 | $73,638+46.0% | $95,952+12.1% | $73,488+46.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 16.92% | 16.78%+0.1pp | 91.61%-74.7pp | 28.51%-11.6pp |
| Employer contribution / active EE | $4,389 | $1,863+135.6% | $2,541+72.7% | $2,270+93.3% |
| Participant deferral / active EE | $8,338 | $3,617+130.5% | $4,167+100.1% | $3,740+123.0% |
| Admin fee / account holder | $349 | $482-27.6% | $6,795-94.9% | $513-32.0% |