Filed July 16, 2020
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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,705 | $72,770-4.2% | $67,652+3.0% | $55,191+26.3% |
| Participation rate | 66.9% | 78.8%-11.9pp | 75.7%-8.7pp | 69.2%-2.2pp |
| Annual return | 1.79% | -3.26%+5.1pp | 6625.04%-6623.2pp | 10.78%-9.0pp |
| Employer contribution / active EE | $1,385 | $1,769-21.7% | $2,266-38.9% | $1,899-27.0% |
| Participant deferral / active EE | $6,450 | $3,408+89.3% | $3,560+81.2% | $3,046+111.7% |
| Admin fee / account holder | $19 | $79-75.3% | $4,821-99.6% | $91-78.6% |