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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,322 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,893 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,778 | $72,554+245.6% | $138,135+81.5% | $73,488+241.2% |
| Participation rate | 98.5% | 74.8%+23.7pp | 78.7%+19.8pp | 70.7%+27.8pp |
| Annual return | 21.21% | 17.50%+3.7pp | 20.51%+0.7pp | 28.51%-7.3pp |
| Employer contribution / active EE | $17,747 | $3,511+405.5% | $5,587+217.7% | $2,270+681.8% |
| Participant deferral / active EE | $20,223 | $4,908+312.0% | $6,431+214.4% | $3,740+440.8% |
| Admin fee / account holder | $62 | $464-86.7% | $11,856-99.5% | $513-87.9% |