Filed July 10, 2019
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 | $547,910 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,109 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,610 | $58,202+48.8% | $172,739-49.9% | $89,569-3.3% |
| Participation rate | 83.4% | 72.8%+10.5pp | 82.6%+0.7pp | 69.6%+13.8pp |
| Annual return | 23.01% | 61.59%-38.6pp | 802.84%-779.8pp | 34.56%-11.5pp |
| Employer contribution / active EE | $1,771 | $1,759+0.7% | $5,143-65.6% | $2,584-31.5% |
| Participant deferral / active EE | $5,748 | $3,335+72.4% | $5,198+10.6% | $4,220+36.2% |
| Admin fee / account holder | $38 | $53-27.4% | $13,954-99.7% | $72-46.7% |