Filed April 11, 2019 (most recent of 12 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,268,398 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $210,504 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $549,046 | $118,972+361.5% | $183,328+199.5% | $118,972+361.5% |
| Participation rate | 99.7% | 78.0%+21.8pp | 77.3%+22.4pp | 78.0%+21.8pp |
| Annual return | 25.14% | 15.19%+9.9pp | 29.67%-4.5pp | 15.19%+9.9pp |
| Employer contribution / active EE | $24,188 | $3,776+540.5% | $5,055+378.5% | $3,776+540.5% |
| Participant deferral / active EE | $21,895 | $6,017+263.9% | $6,795+222.2% | $6,017+263.9% |
| Admin fee / account holder | $104 | $127-18.3% | $21,427-99.5% | $127-18.3% |