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 | $121,711 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,614 |
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 | $138,726 | $143,525-3.3% | $379,746-63.5% | $90,288+53.6% |
| Participation rate | 66.9% | 82.9%-16.0pp | 78.4%-11.5pp | 73.4%-6.5pp |
| Annual return | 17.47% | 18.97%-1.5pp | 34.90%-17.4pp | 53.97%-36.5pp |
| Employer contribution / active EE | $2,313 | $3,201-27.7% | $3,540-34.6% | $2,524-8.3% |
| Participant deferral / active EE | $4,782 | $5,231-8.6% | $6,024-20.6% | $4,232+13.0% |
| Admin fee / account holder | $129 | $100+28.1% | $7,927-98.4% | $114+12.8% |