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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,623 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,759 |
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 | $143,595 | $65,223+120.2% | $80,019+79.5% | $55,725+157.7% |
| Participation rate | 99.7% | 80.6%+19.1pp | 75.8%+23.8pp | 70.9%+28.8pp |
| Annual return | -4.44% | 7.59%-12.0pp | 11.22%-15.7pp | 244.93%-249.4pp |
| Employer contribution / active EE | $15,443 | $2,544+507.0% | $2,468+525.7% | $2,078+643.1% |
| Participant deferral / active EE | $14,824 | $3,881+282.0% | $3,686+302.2% | $3,356+341.8% |
| Admin fee / account holder | $57 | $114-49.7% | $6,521-99.1% | $115-50.1% |