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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,067 |
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 | $95,040 | $86,897+9.4% | $151,611-37.3% | $64,808+46.6% |
| Participation rate | 99.6% | 87.3%+12.4pp | 87.5%+12.1pp | 71.5%+28.2pp |
| Annual return | -15.80% | -3.57%-12.2pp | 3.33%-19.1pp | 32.82%-48.6pp |
| Employer contribution / active EE | $4,589 | $4,010+14.4% | $6,166-25.6% | $2,506+83.2% |
| Participant deferral / active EE | $4,300 | $6,690-35.7% | $8,363-48.6% | $4,310-0.2% |
| Admin fee / account holder | $39 | $153-74.3% | $11,616-99.7% | $188-79.1% |