Filed July 6, 2015 (most recent of 4 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $857,055 |
Service code 37 · EIN 04-2647786 | Loan Processing | $690,670 |
SEVEN SIMPLE MACHINES9+ years Service code 16 · EIN 20-4028622 | Consulting | $333,316 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC Service code 16 · EIN 91-0675641 | Consulting | $162,332 |
CLARK NUBER1 year Filed as: CLARK NUBER P.S Service code 10 · EIN 91-1194016 | Accounting | $31,767 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,718 | $68,330+38.6% | $149,673-36.7% | $96,393-1.7% |
| Participation rate | 84.6% | 74.6%+10.0pp | 78.8%+5.9pp | 71.3%+13.4pp |
| Annual return | 18.79% | 29.64%-10.9pp | 134.42%-115.6pp | 22.88%-4.1pp |
| Employer contribution / active EE | $33 | $2,139-98.4% | $4,818-99.3% | $3,238-99.0% |
| Participant deferral / active EE | $150 | $4,422-96.6% | $5,680-97.4% | $5,455-97.3% |
| Admin fee / account holder | $32 | $52-39.2% | $13,210-99.8% | $74-57.3% |