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 | $586,405 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $450,036 |
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 | $200,171 | $164,350+21.8% | $95,952+108.6% | $106,222+88.4% |
| Participation rate | 99.1% | 90.5%+8.6pp | 77.1%+22.0pp | 70.8%+28.3pp |
| Annual return | 25.41% | 14.56%+10.8pp | 91.61%-66.2pp | 21.69%+3.7pp |
| Employer contribution / active EE | $6,587 | $4,292+53.5% | $2,541+159.2% | $2,723+141.9% |
| Participant deferral / active EE | $12,607 | $7,854+60.5% | $4,167+202.6% | $4,600+174.1% |
| Admin fee / account holder | $67 | $65+3.0% | $6,795-99.0% | $78-14.0% |