Filed August 10, 2015
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $816,881 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $751,156 |
SAGEVIEW ADVISORY GROUP, LLC5 years Service code 16 · EIN 33-0818667 | Consulting | $100,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $86,585 | $121,719-28.9% | $154,803-44.1% | $140,769-38.5% |
| Participation rate | 58.2% | 76.3%-18.1pp | 78.1%-19.9pp | 74.2%-16.0pp |
| Annual return | 17.43% | 19.22%-1.8pp | 58.88%-41.4pp | 16.82%+0.6pp |
| Employer contribution / active EE | $1,930 | $2,466-21.7% | $4,305-55.2% | $3,906-50.6% |
| Participant deferral / active EE | $4,591 | $5,384-14.7% | $5,540-17.1% | $6,717-31.7% |
| Admin fee / account holder | $78 | $71+10.1% | $14,329-99.5% | $229-66.0% |