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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,017,350 |
Service code 37 · EIN 04-2647786 | Loan Processing | $661,884 |
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 | $631,490 | $101,517+522.1% | $152,466+314.2% | $101,517+522.1% |
| Participation rate | 99.5% | 74.6%+25.0pp | 78.2%+21.3pp | 74.6%+25.0pp |
| Annual return | 20.68% | 21.00%-0.3pp | 757.33%-736.6pp | 21.00%-0.3pp |
| Employer contribution / active EE | $16,515 | $2,973+455.5% | $4,327+281.7% | $2,973+455.5% |
| Participant deferral / active EE | $18,831 | $4,873+286.4% | $5,820+223.5% | $4,873+286.4% |
| Admin fee / account holder | $155 | $139+11.2% | $15,805-99.0% | $139+11.2% |