Filed December 27, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $28,335 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,439 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,713 | $65,435+84.5% | $86,677+39.3% | $66,914+80.4% |
| Participation rate | 90.0% | 75.5%+14.5pp | 76.6%+13.4pp | 69.8%+20.2pp |
| Annual return | -15.57% | -10.89%-4.7pp | 35.91%-51.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $6,263 | $2,153+190.9% | $2,836+120.8% | $2,544+146.2% |
| Participant deferral / active EE | $10,530 | $4,100+156.8% | $4,656+126.2% | $4,237+148.5% |
| Admin fee / account holder | $279 | $642-56.5% | $7,493-96.3% | $593-52.9% |