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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,729 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,430 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 70 · EIN 22-2232264 | Consulting Fees | $20,764 |
Form 5500 reported that benefits due were not provided when due.
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 | $158,134 | $73,404+115.4% | $87,100+81.6% | $67,579+134.0% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.9%+22.6pp | 71.3%+28.2pp |
| Annual return | 22.72% | 48.29%-25.6pp | 28.19%-5.5pp | 378.56%-355.8pp |
| Employer contribution / active EE | $2,833 | $2,014+40.7% | $2,521+12.4% | $2,148+31.9% |
| Participant deferral / active EE | $8,123 | $3,913+107.6% | $4,049+100.6% | $3,539+129.5% |
| Admin fee / account holder | $162 | $142+14.5% | $7,497-97.8% | $142+13.9% |