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 | $114,932 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,137 |
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 | $122,900 | $127,218-3.4% | $392,568-68.7% | $77,787+58.0% |
| Participation rate | 63.8% | 82.0%-18.2pp | 78.1%-14.3pp | 73.2%-9.4pp |
| Annual return | 25.93% | 25.27%+0.7pp | 24.42%+1.5pp | 32.57%-6.6pp |
| Employer contribution / active EE | $2,056 | $3,064-32.9% | $3,783-45.7% | $2,504-17.9% |
| Participant deferral / active EE | $4,088 | $4,820-15.2% | $5,985-31.7% | $3,967+3.0% |
| Admin fee / account holder | $111 | $89+24.5% | $6,260-98.2% | $100+10.7% |