Filed December 27, 2019
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,801 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,129 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,453 | $98,727+68.6% | $113,168+47.1% | $85,563+94.5% |
| Participation rate | 94.5% | 80.8%+13.7pp | 76.6%+17.9pp | 66.0%+28.5pp |
| Annual return | 17.62% | 17.43%+0.2pp | 24.27%-6.7pp | 31.51%-13.9pp |
| Employer contribution / active EE | $7,687 | $2,907+164.5% | $2,975+158.4% | $2,654+189.7% |
| Participant deferral / active EE | $12,340 | $5,424+127.5% | $5,107+141.6% | $4,375+182.0% |
| Admin fee / account holder | $182 | $357-49.1% | $12,068-98.5% | $834-78.2% |