Filed December 7, 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 4-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 37 · EIN 04-2647786 | Loan Processing | $71,940 |
STRATEGIC ADVISORS, INC.4+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,890 |
RVK, INC.1 year Filed as: R. V. KUHNS & ASSOCIATES INC Service code 16 · EIN 93-0910652 | Consulting | $27,503 |
SEYFARTH SHAW LLP3 years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $16,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,520 | $73,404-16.2% | $87,100-29.4% | $67,579-9.0% |
| Participation rate | 0.0% | 80.9%-80.9pp | 76.9%-76.9pp | 71.3%-71.3pp |
| Annual return | 15.61% | 48.29%-32.7pp | 28.19%-12.6pp | 378.56%-362.9pp |
| Employer contribution / active EE | $2,424 | $2,014+20.4% | $2,521-3.9% | $2,148+12.9% |
| Participant deferral / active EE | $2,014 | $3,913-48.5% | $4,049-50.3% | $3,539-43.1% |
| Admin fee / account holder | $127 | $142-10.0% | $7,497-98.3% | $142-10.4% |