Filed December 6, 2016
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 | $605,956 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $304,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,323 | $100,921+58.9% | $82,313+94.8% | $177,276-9.6% |
| Participation rate | 96.4% | 86.9%+9.5pp | 76.9%+19.5pp | 74.8%+21.6pp |
| Annual return | 18.68% | 20.33%-1.7pp | 25.88%-7.2pp | 21.25%-2.6pp |
| Employer contribution / active EE | $5,351 | $3,145+70.1% | $2,428+120.4% | $2,479+115.9% |
| Participant deferral / active EE | $9,652 | $5,192+85.9% | $3,706+160.4% | $3,881+148.7% |
| Admin fee / account holder | $70 | $64+9.7% | $5,608-98.7% | $154-54.3% |