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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,087 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,151 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,561 | $53,911-21.1% | $130,648-67.4% | $77,787-45.3% |
| Participation rate | 96.6% | 60.2%+36.4pp | 71.7%+24.8pp | 73.2%+23.4pp |
| Annual return | 22.01% | 21.93%+0.1pp | 1708.96%-1686.9pp | 32.57%-10.6pp |
| Employer contribution / active EE | $1,392 | $1,826-23.7% | $4,092-66.0% | $2,504-44.4% |
| Participant deferral / active EE | $5,382 | $2,288+135.2% | $3,603+49.4% | $3,967+35.7% |
| Admin fee / account holder | $18 | $129-85.7% | $5,464-99.7% | $100-81.6% |