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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,951 |
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 | $61,330 | $53,345+15.0% | $121,098-49.4% | $74,419-17.6% |
| Participation rate | 96.7% | 60.0%+36.7pp | 69.5%+27.2pp | 70.7%+25.9pp |
| Annual return | 22.09% | 35.15%-13.1pp | 985.75%-963.7pp | 34.38%-12.3pp |
| Employer contribution / active EE | $1,851 | $1,898-2.5% | $4,164-55.6% | $2,637-29.8% |
| Participant deferral / active EE | $6,823 | $3,221+111.8% | $4,080+67.2% | $4,528+50.7% |
| Admin fee / account holder | $20 | $382-94.8% | $5,644-99.6% | $348-94.2% |