Filed April 5, 2017 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $906,177 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $737,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,460 | $55,730+26.4% | $96,683-27.1% | $96,393-26.9% |
| Participation rate | 48.8% | 82.8%-34.0pp | 74.3%-25.5pp | 71.3%-22.5pp |
| Annual return | 22.32% | 12.78%+9.5pp | 35.69%-13.4pp | 22.88%-0.6pp |
| Employer contribution / active EE | $2,196 | $4,014-45.3% | $3,737-41.2% | $3,238-32.2% |
| Participant deferral / active EE | $4,229 | $3,393+24.6% | $4,878-13.3% | $5,455-22.5% |
| Admin fee / account holder | $65 | $105-38.2% | $6,730-99.0% | $74-11.9% |