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 | $117,739+366.3% | $180,183+204.7% | $117,739+366.3% |
| Participation rate | 99.7% | 76.6%+23.1pp | 77.4%+22.3pp | 76.6%+23.1pp |
| Annual return | 25.14% | 17.29%+7.9pp | 27.86%-2.7pp | 17.29%+7.9pp |
| Employer contribution / active EE | $24,188 | $3,746+545.7% | $5,039+380.0% | $3,746+545.7% |
| Participant deferral / active EE | $21,895 | $6,128+257.3% | $6,822+220.9% | $6,128+257.3% |
| Admin fee / account holder | $104 | $112-7.4% | $19,975-99.5% | $112-7.4% |