Filed March 14, 2017 (most recent of 2 filings on file)
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,093 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,383 | $106,028+47.5% | $146,958+6.4% | $77,643+101.4% |
| Participation rate | 95.1% | 78.4%+16.7pp | 82.2%+13.0pp | 70.6%+24.5pp |
| Annual return | 15.72% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $3,190 | $4,063-21.5% | $4,933-35.3% | $2,726+17.0% |
| Participant deferral / active EE | $10,653 | $7,990+33.3% | $8,070+32.0% | $4,647+129.2% |
| Admin fee / account holder | $121 | $337-64.1% | $12,998-99.1% | $430-71.8% |