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 | $118,955 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,834 |
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 | $126,682 | $140,190-9.6% | $115,756+9.4% | $77,904+62.6% |
| Participation rate | 70.0% | 81.0%-11.0pp | 77.1%-7.0pp | 73.7%-3.6pp |
| Annual return | -16.25% | -13.46%-2.8pp | 143.14%-159.4pp | 12.21%-28.5pp |
| Employer contribution / active EE | $2,622 | $3,169-17.3% | $3,793-30.9% | $2,848-7.9% |
| Participant deferral / active EE | $5,415 | $5,401+0.3% | $6,254-13.4% | $4,806+12.7% |
| Admin fee / account holder | $134 | $138-3.4% | $8,124-98.4% | $133+0.9% |