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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $60,477 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,620 | $118,101-12.3% | $106,387-2.6% | $75,289+37.6% |
| Participation rate | 61.4% | 81.4%-20.0pp | 77.5%-16.0pp | 72.4%-11.0pp |
| Annual return | -5.22% | -2.42%-2.8pp | 0.25%-5.5pp | -0.04%-5.2pp |
| Employer contribution / active EE | $2,053 | $2,880-28.7% | $3,520-41.7% | $2,405-14.6% |
| Participant deferral / active EE | $3,745 | $4,681-20.0% | $5,421-30.9% | $3,739+0.2% |
| Admin fee / account holder | $65 | $85-22.7% | $7,510-99.1% | $102-36.1% |