Filed October 10, 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 9-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) | $6,330 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,298 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $134,155 | $69,305+93.6% | $82,313+63.0% | $69,631+92.7% |
| Participation rate | 98.7% | 80.3%+18.4pp | 76.9%+21.8pp | 70.7%+28.0pp |
| Annual return | 0.00% | 21.47%-21.5pp | 25.88%-25.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $2,869 | $1,887+52.1% | $2,428+18.2% | $2,032+41.2% |
| Participant deferral / active EE | $1,443 | $3,568-59.6% | $3,706-61.1% | $3,224-55.2% |
| Admin fee / account holder | $21 | $97-78.9% | $5,608-99.6% | $110-81.4% |