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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,925 |
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 | $147,754 | $75,284+96.3% | $91,001+62.4% | $69,631+112.2% |
| Participation rate | 99.2% | 80.4%+18.8pp | 75.6%+23.6pp | 70.7%+28.5pp |
| Annual return | 21.18% | 48.40%-27.2pp | 4.60%+16.6pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $11,378 | $2,473+360.1% | $2,456+363.4% | $2,032+459.9% |
| Participant deferral / active EE | $11,920 | $3,700+222.2% | $3,547+236.0% | $3,224+269.8% |
| Admin fee / account holder | $63 | $111-42.7% | $5,417-98.8% | $110-42.6% |