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 | $139,636 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,984 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,735 | $104,631-11.4% | $98,439-5.8% | $80,160+15.7% |
| Participation rate | 97.9% | 87.5%+10.4pp | 75.2%+22.7pp | 72.9%+25.0pp |
| Annual return | 103.50% | 34.72%+68.8pp | 21.16%+82.3pp | 40.38%+63.1pp |
| Employer contribution / active EE | $7,049 | $4,517+56.0% | $3,048+131.3% | $2,978+136.7% |
| Participant deferral / active EE | $6,764 | $6,545+3.3% | $4,738+42.8% | $5,017+34.8% |
| Admin fee / account holder | $75 | $105-28.9% | $8,948-99.2% | $145-48.6% |