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 |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $646,068 |
Service code 37 · EIN 04-2647786 | Loan Processing | $371,535 |
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 | $228,582 | $118,464+93.0% | $96,544+136.8% | $103,482+120.9% |
| Participation rate | 99.2% | 89.0%+10.2pp | 76.0%+23.3pp | 73.3%+26.0pp |
| Annual return | 18.47% | 18.79%-0.3pp | 25.84%-7.4pp | 33.11%-14.6pp |
| Employer contribution / active EE | $6,724 | $4,210+59.7% | $2,965+126.8% | $3,208+109.6% |
| Participant deferral / active EE | $15,379 | $7,277+111.3% | $4,851+217.0% | $5,207+195.3% |
| Admin fee / account holder | $71 | $81-12.6% | $8,252-99.1% | $114-38.0% |