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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,155,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | $48,948 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $509,827 | $99,062+414.7% | $153,485+232.2% | $99,062+414.7% |
| Participation rate | 99.9% | 71.6%+28.3pp | 77.1%+22.8pp | 71.6%+28.3pp |
| Annual return | 6.68% | 17.66%-11.0pp | 15.65%-9.0pp | 17.66%-11.0pp |
| Employer contribution / active EE | $22,070 | $3,262+576.6% | $5,039+338.0% | $3,262+576.6% |
| Participant deferral / active EE | $18,574 | $5,331+248.4% | $6,757+174.9% | $5,331+248.4% |
| Admin fee / account holder | $92 | $109-15.8% | $12,724-99.3% | $109-15.8% |