Filed October 25, 2019 (most recent of 3 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 37 · EIN 04-2647786 | Loan Processing | $46,963 |
Filed as: SWBC INVESTMENT ADVISORY SERVICE Service code 27 · EIN 75-1553739 | Advisory (Plan) | $38,693 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,252 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,015 | $100,801+0.2% | $149,696-32.5% | $73,409+37.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.5%+17.5pp | 72.2%+27.8pp |
| Annual return | 16.51% | 265.34%-248.8pp | 276.60%-260.1pp | 59.29%-42.8pp |
| Employer contribution / active EE | $6,148 | $3,312+85.6% | $4,644+32.4% | $2,234+175.2% |
| Participant deferral / active EE | $6,661 | $6,404+4.0% | $6,842-2.6% | $3,805+75.1% |
| Admin fee / account holder | $169 | $181-6.7% | $9,309-98.2% | $158+6.8% |