Filed January 6, 2021
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,716 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,526 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $674 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,644 | $113,016+43.9% | $103,476+57.2% | $74,495+118.3% |
| Participation rate | 94.3% | 80.8%+13.5pp | 80.5%+13.8pp | 67.2%+27.1pp |
| Annual return | 10.42% | 23.24%-12.8pp | 23.90%-13.5pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $5,214 | $4,881+6.8% | $4,672+11.6% | $2,623+98.8% |
| Participant deferral / active EE | $7,076 | $7,279-2.8% | $6,623+6.8% | $4,346+62.8% |
| Admin fee / account holder | $165 | $1,709-90.4% | $9,413-98.2% | $1,942-91.5% |