Filed June 29, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,117 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,804 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,636 | $88,515+8.0% | $162,163-41.0% | $67,579+41.5% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 22.01% | 27.04%-5.0pp | 115.59%-93.6pp | 378.56%-356.5pp |
| Employer contribution / active EE | $4,119 | $3,563+15.6% | $5,614-26.6% | $2,148+91.8% |
| Participant deferral / active EE | $3,573 | $5,724-37.6% | $7,298-51.0% | $3,539+0.9% |
| Admin fee / account holder | $31 | $124-74.9% | $10,843-99.7% | $142-78.2% |