Filed April 26, 2017
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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.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $72,346 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $61,886 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,853 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,831 | $84,487+21.7% | $125,339-18.0% | $66,914+53.7% |
| Participation rate | 95.4% | 76.4%+19.0pp | 82.4%+13.0pp | 69.8%+25.6pp |
| Annual return | -14.37% | -8.39%-6.0pp | 572.05%-586.4pp | 1.58%-16.0pp |
| Employer contribution / active EE | $7,380 | $3,553+107.7% | $4,814+53.3% | $2,544+190.1% |
| Participant deferral / active EE | $16,845 | $6,781+148.4% | $7,446+126.2% | $4,237+297.6% |
| Admin fee / account holder | $358 | $685-47.7% | $10,010-96.4% | $593-39.6% |