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 | $64,543 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,335 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,929 | $136,266-86.1% | $90,749-79.1% | $77,904-75.7% |
| Participation rate | 90.5% | 86.6%+3.8pp | 75.7%+14.8pp | 73.7%+16.8pp |
| Annual return | -15.25% | -11.32%-3.9pp | -12.16%-3.1pp | 12.21%-27.5pp |
| Employer contribution / active EE | $1,728 | $4,215-59.0% | $2,921-40.8% | $2,848-39.3% |
| Participant deferral / active EE | $2,628 | $6,353-58.6% | $4,564-42.4% | $4,806-45.3% |
| Admin fee / account holder | $53 | $399-86.6% | $8,445-99.4% | $133-59.7% |