Filed March 14, 2017 (most recent of 2 filings on file)
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 | $40,643 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,366 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,989 | $213,957-31.3% | $149,696-1.8% | - |
| Participation rate | 95.2% | 79.5%+15.7pp | 82.5%+12.7pp | - |
| Annual return | 18.59% | 9.83%+8.8pp | 276.60%-258.0pp | - |
| Employer contribution / active EE | $2,656 | $3,868-31.3% | $4,644-42.8% | - |
| Participant deferral / active EE | $8,491 | $6,177+37.5% | $6,842+24.1% | - |
| Admin fee / account holder | $161 | $24,510-99.3% | $9,309-98.3% | - |