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 | $48,611 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,943 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,352 | $82,202+36.7% | $125,339-10.4% | $64,808+73.4% |
| Participation rate | 98.1% | 77.9%+20.2pp | 82.4%+15.7pp | 71.5%+26.6pp |
| Annual return | -18.98% | 3.48%-22.5pp | 572.05%-591.0pp | 32.82%-51.8pp |
| Employer contribution / active EE | $2,915 | $3,615-19.4% | $4,814-39.4% | $2,506+16.3% |
| Participant deferral / active EE | $9,626 | $7,175+34.2% | $7,446+29.3% | $4,310+123.3% |
| Admin fee / account holder | $158 | $163-3.2% | $10,010-98.4% | $188-15.9% |