Filed May 6, 2019 (most recent of 2 filings on file)
Total covered: 2 employees
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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,376 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,299 |
Filed as: PROCOURSE FIDUCIARY ADVISORS LLC Service code 27 · EIN 45-5291215 | Advisory (Plan) | $19,500 |
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 | $131,022 | $51,288+155.5% | $81,983+59.8% | $73,409+78.5% |
| Participation rate | 98.6% | 64.0%+34.7pp | 69.2%+29.4pp | 72.2%+26.5pp |
| Annual return | 15.43% | 29.48%-14.0pp | 41.31%-25.9pp | 59.29%-43.9pp |
| Employer contribution / active EE | $4,281 | $1,487+187.9% | $2,498+71.4% | $2,234+91.7% |
| Participant deferral / active EE | $6,197 | $2,715+128.2% | $3,722+66.5% | $3,805+62.9% |
| Admin fee / account holder | $290 | $125+131.8% | $5,664-94.9% | $158+84.0% |