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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,187 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,211 | $121,341+8.1% | $189,513-30.8% | $79,386+65.3% |
| Participation rate | 99.6% | 86.1%+13.5pp | 87.8%+11.8pp | 70.7%+28.9pp |
| Annual return | 14.20% | 21.08%-6.9pp | 555.15%-541.0pp | 116.85%-102.7pp |
| Employer contribution / active EE | $4,754 | $3,915+21.4% | $6,162-22.8% | $2,427+95.9% |
| Participant deferral / active EE | $4,389 | $6,395-31.4% | $8,221-46.6% | $4,046+8.5% |
| Admin fee / account holder | $36 | $651-94.5% | $12,045-99.7% | $626-94.3% |