Filed June 4, 2018
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 | $35,475 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,545 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,747 | $78,781-11.5% | $100,516-30.6% | $73,409-5.0% |
| Participation rate | 86.7% | 80.0%+6.7pp | 79.4%+7.3pp | 72.2%+14.5pp |
| Annual return | 34.04% | 31.69%+2.4pp | 30.89%+3.2pp | 59.29%-25.2pp |
| Employer contribution / active EE | $5,548 | $2,420+129.3% | $3,418+62.4% | $2,234+148.4% |
| Participant deferral / active EE | $14,861 | $6,537+127.3% | $6,270+137.0% | $3,805+290.5% |
| Admin fee / account holder | $118 | $145-18.8% | $8,081-98.5% | $158-25.2% |