Filed July 14, 2017
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 37 · EIN 04-2647786 | Loan Processing | $106,814 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $60,000 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,591 |
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 | $123,651 | $111,072+11.3% | $156,263-20.9% | $102,872+20.2% |
| Participation rate | 96.6% | 80.1%+16.5pp | 78.9%+17.7pp | 73.0%+23.6pp |
| Annual return | 12.83% | 16.98%-4.1pp | 59.47%-46.6pp | 19.06%-6.2pp |
| Employer contribution / active EE | $2,133 | $4,017-46.9% | $4,333-50.8% | $3,526-39.5% |
| Participant deferral / active EE | $7,576 | $5,455+38.9% | $6,158+23.0% | $5,535+36.9% |
| Admin fee / account holder | $109 | $120-9.5% | $14,255-99.2% | $292-62.7% |