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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,944 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,356 |
Form 5500 reported that benefits due were not provided when due.
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 | $25,194 | $407,990-93.8% | $121,196-79.2% | $75,289-66.5% |
| Participation rate | 95.5% | 59.5%+36.0pp | 71.7%+23.8pp | 72.4%+23.1pp |
| Annual return | -3.22% | 2.93%-6.2pp | 16.93%-20.2pp | -0.04%-3.2pp |
| Employer contribution / active EE | $1,540 | $1,846-16.6% | $4,022-61.7% | $2,405-36.0% |
| Participant deferral / active EE | $4,409 | $2,201+100.4% | $3,344+31.8% | $3,739+17.9% |
| Admin fee / account holder | $14 | $455-97.0% | $5,019-99.7% | $102-86.8% |