Filed December 18, 2018
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) | $20,899 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,698 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,838 | $52,149-12.1% | $122,332-62.5% | $77,958-41.2% |
| Participation rate | 85.6% | 58.6%+27.0pp | 71.6%+14.0pp | 71.6%+13.9pp |
| Annual return | 17.34% | 17.75%-0.4pp | 30.27%-12.9pp | 20.87%-3.5pp |
| Employer contribution / active EE | $1,052 | $1,750-39.8% | $4,050-74.0% | $2,310-54.4% |
| Participant deferral / active EE | $3,858 | $2,114+82.4% | $3,287+17.4% | $3,537+9.1% |
| Admin fee / account holder | $21 | $93-77.5% | $5,478-99.6% | $97-78.4% |