Filed August 20, 2015 (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 | $331,901 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $213,166 |
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 | $185,444 | $131,153+41.4% | $101,326+83.0% | $102,872+80.3% |
| Participation rate | 96.6% | 80.8%+15.9pp | 81.5%+15.1pp | 73.0%+23.6pp |
| Annual return | 17.50% | 23.05%-5.5pp | 36.82%-19.3pp | 19.06%-1.6pp |
| Employer contribution / active EE | $3,830 | $3,900-1.8% | $3,665+4.5% | $3,526+8.6% |
| Participant deferral / active EE | $14,246 | $10,801+31.9% | $7,994+78.2% | $5,535+157.4% |
| Admin fee / account holder | $80 | $140-42.6% | $11,185-99.3% | $292-72.6% |