Filed August 19, 2015
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,868 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $125,799 | $74,024+69.9% | $77,999+61.3% | $57,658+118.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 9.17% | 12.14%-3.0pp | 425.96%-416.8pp | 5.13%+4.0pp |
| Employer contribution / active EE | $10,939 | $2,365+362.5% | $2,470+342.9% | $1,974+454.2% |
| Participant deferral / active EE | $11,554 | $3,533+227.0% | $3,497+230.4% | $3,061+277.5% |
| Admin fee / account holder | $45 | $93-51.8% | $5,480-99.2% | $95-52.4% |