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 |
|---|---|---|
PRECEPT ADVISORY GROUP1 year Service code 27 · EIN 56-1623293 | Advisory (Plan) | $45,000 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,789 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$75,708 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,109 | $72,254+20.6% | $86,677+0.5% | $64,808+34.4% |
| Participation rate | 94.0% | 80.4%+13.6pp | 76.6%+17.4pp | 71.5%+22.6pp |
| Annual return | -18.00% | 392.42%-410.4pp | 35.91%-53.9pp | 32.82%-50.8pp |
| Employer contribution / active EE | $2,355 | $2,393-1.6% | $2,836-17.0% | $2,506-6.0% |
| Participant deferral / active EE | $12,656 | $4,658+171.7% | $4,656+171.8% | $4,310+193.6% |
| Admin fee / account holder | $7 | $174-96.2% | $7,493-99.9% | $188-96.4% |