Filed March 5, 2019
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 | $102,623 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,685 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,399 | $136,266-60.8% | $90,749-41.2% | $77,904-31.5% |
| Participation rate | 97.0% | 86.6%+10.4pp | 75.7%+21.3pp | 73.7%+23.4pp |
| Annual return | -13.88% | -11.32%-2.6pp | -12.16%-1.7pp | 12.21%-26.1pp |
| Employer contribution / active EE | $4,423 | $4,215+4.9% | $2,921+51.4% | $2,848+55.3% |
| Participant deferral / active EE | $4,635 | $6,353-27.0% | $4,564+1.6% | $4,806-3.6% |
| Admin fee / account holder | $51 | $399-87.1% | $8,445-99.4% | $133-61.3% |