Filed May 2, 2017
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,448 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,128 |
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 | $201,432 | $72,658+177.2% | $127,761+57.7% | $67,579+198.1% |
| Participation rate | 97.8% | 80.0%+17.9pp | 79.0%+18.8pp | 71.3%+26.6pp |
| Annual return | 54.58% | 26.49%+28.1pp | 26.14%+28.4pp | 378.56%-324.0pp |
| Employer contribution / active EE | $15,187 | $3,988+280.8% | $4,574+232.0% | $2,148+607.1% |
| Participant deferral / active EE | $16,340 | $5,383+203.5% | $6,021+171.4% | $3,539+361.7% |
| Admin fee / account holder | -$51 | $127-140.2% | $9,395-100.5% | $142-135.9% |