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 | $38,357 |
USI CONSULTING GROUP3 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1397347 | Advisory (Plan) | $25,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,232 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,579 | $99,078+37.9% | $96,544+41.5% | $74,419+83.5% |
| Participation rate | 90.3% | 80.7%+9.6pp | 76.0%+14.3pp | 70.7%+19.6pp |
| Annual return | 21.40% | 22.48%-1.1pp | 25.84%-4.4pp | 34.38%-13.0pp |
| Employer contribution / active EE | $6,787 | $2,570+164.1% | $2,965+128.9% | $2,637+157.3% |
| Participant deferral / active EE | $11,028 | $4,933+123.5% | $4,851+127.3% | $4,528+143.5% |
| Admin fee / account holder | $287 | $225+28.0% | $8,252-96.5% | $348-17.4% |