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 | $45,859 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,312 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,042 | $119,446+46.5% | $150,045+16.7% | $85,563+104.6% |
| Participation rate | 94.0% | 75.4%+18.6pp | 82.3%+11.7pp | 66.0%+28.1pp |
| Annual return | 16.21% | 23.72%-7.5pp | 62.55%-46.3pp | 31.51%-15.3pp |
| Employer contribution / active EE | $3,413 | $4,078-16.3% | $4,693-27.3% | $2,654+28.6% |
| Participant deferral / active EE | $11,068 | $7,985+38.6% | $7,997+38.4% | $4,375+153.0% |
| Admin fee / account holder | $146 | $548-73.4% | $13,435-98.9% | $834-82.5% |