Filed September 23, 2020
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 27 · EIN 35-2552359 | Advisory (Plan) | $53,113 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,541 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,828 | $86,897-8.1% | $151,611-47.3% | $64,808+23.2% |
| Participation rate | 93.2% | 87.3%+6.0pp | 87.5%+5.7pp | 71.5%+21.8pp |
| Annual return | -23.53% | -3.57%-20.0pp | 3.33%-26.9pp | 32.82%-56.4pp |
| Employer contribution / active EE | $2,392 | $4,010-40.4% | $6,166-61.2% | $2,506-4.6% |
| Participant deferral / active EE | $10,585 | $6,690+58.2% | $8,363+26.6% | $4,310+145.6% |
| Admin fee / account holder | $60 | $153-60.8% | $11,616-99.5% | $188-68.1% |