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 | $40,957 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,279 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,218 | $99,078-14.0% | $96,544-11.7% | $74,419+14.5% |
| Participation rate | 89.4% | 80.7%+8.7pp | 76.0%+13.4pp | 70.7%+18.7pp |
| Annual return | 19.46% | 22.48%-3.0pp | 25.84%-6.4pp | 34.38%-14.9pp |
| Employer contribution / active EE | $3,479 | $2,570+35.4% | $2,965+17.3% | $2,637+31.9% |
| Participant deferral / active EE | $5,849 | $4,933+18.6% | $4,851+20.6% | $4,528+29.2% |
| Admin fee / account holder | $131 | $225-41.8% | $8,252-98.4% | $348-62.4% |