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 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,651 | $122,293+1.1% | $156,181-20.8% | $103,975+18.9% |
| Participation rate | 96.6% | 78.8%+17.8pp | 78.8%+17.8pp | 72.5%+24.1pp |
| Annual return | 12.83% | 21.63%-8.8pp | 64.87%-52.0pp | 19.41%-6.6pp |
| Employer contribution / active EE | $2,133 | $4,569-53.3% | $4,294-50.3% | $3,722-42.7% |
| Participant deferral / active EE | $7,576 | $5,548+36.5% | $6,132+23.5% | $5,343+41.8% |
| Admin fee / account holder | $109 | $125-12.9% | $14,586-99.3% | $332-67.2% |