Filed September 12, 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 | $151,188 |
RANDY SILHAN, CPA, CFE1 year Filed as: RANDY SILHAN, CPA, PC Service code 10 · EIN 26-2515308 | Accounting | $10,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,339 |
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 | $53,724 | $130,084-58.7% | $138,135-61.1% | $90,288-40.5% |
| Participation rate | 96.3% | 86.0%+10.3pp | 78.7%+17.6pp | 73.4%+23.0pp |
| Annual return | 17.46% | 14.63%+2.8pp | 20.51%-3.1pp | 53.97%-36.5pp |
| Employer contribution / active EE | $5,932 | $5,865+1.1% | $5,587+6.2% | $2,524+135.0% |
| Participant deferral / active EE | $6,954 | $7,099-2.0% | $6,431+8.1% | $4,232+64.3% |
| Admin fee / account holder | $124 | $187-33.6% | $11,856-99.0% | $114+8.6% |