Filed September 14, 2018 (most recent of 2 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) | $20,962 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,844 | $117,734-3.3% | $115,752-1.6% | $77,958+46.0% |
| Participation rate | 61.4% | 82.0%-20.7pp | 77.8%-16.4pp | 71.6%-10.3pp |
| Annual return | 19.88% | 17.65%+2.2pp | 19.41%+0.5pp | 20.87%-1.0pp |
| Employer contribution / active EE | $1,942 | $2,736-29.0% | $3,492-44.4% | $2,310-16.0% |
| Participant deferral / active EE | $3,443 | $4,435-22.4% | $5,204-33.8% | $3,537-2.7% |
| Admin fee / account holder | $25 | $75-66.3% | $6,278-99.6% | $97-74.1% |