Filed April 25, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,648 | $82,202-34.7% | $125,339-57.2% | $64,808-17.2% |
| Participation rate | 97.5% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.1pp |
| Annual return | -16.45% | 3.48%-19.9pp | 572.05%-588.5pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,972 | $3,615-45.5% | $4,814-59.0% | $2,506-21.3% |
| Participant deferral / active EE | $8,054 | $7,175+12.2% | $7,446+8.2% | $4,310+86.9% |
| Admin fee / account holder | $22 | $163-86.7% | $10,010-99.8% | $188-88.5% |