Filed February 3, 2015 (most recent of 3 filings on file)
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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $290,114 |
Service code 37 · EIN 04-2647786 | Loan Processing | $181,285 |
CALLAN LLC5 years Filed as: CALLAN Service code 27 · EIN 94-2192581 | Advisory (Plan) | $61,487 |
MOSS ADAMS LLP8+ years Service code 10 · EIN 91-0189318 | Accounting | $33,150 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,121 | $130,141+93.0% | $86,677+189.7% | $77,904+222.3% |
| Participation rate | 97.8% | 85.9%+11.9pp | 76.6%+21.2pp | 73.7%+24.1pp |
| Annual return | -17.17% | -12.75%-4.4pp | 35.91%-53.1pp | 12.21%-29.4pp |
| Employer contribution / active EE | $3,691 | $3,220+14.6% | $2,836+30.1% | $2,848+29.6% |
| Participant deferral / active EE | $16,545 | $5,757+187.4% | $4,656+255.4% | $4,806+244.3% |
| Admin fee / account holder | $76 | $132-42.7% | $7,493-99.0% | $133-43.0% |