Filed October 10, 2017
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,499 |
AON CONSULTING2 years Filed as: AON CONSULTING, INC Service code 16 · EIN 22-2232264 | Consulting | $42,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,607 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,981 | $185,342+5.7% | $111,297+76.1% | $86,799+125.8% |
| Participation rate | 97.7% | 81.0%+16.7pp | 77.3%+20.4pp | 72.3%+25.4pp |
| Annual return | 14.99% | 500.80%-485.8pp | 54.65%-39.7pp | 97.91%-82.9pp |
| Employer contribution / active EE | $3,279 | $2,246+46.0% | $2,731+20.1% | $2,405+36.3% |
| Participant deferral / active EE | $8,846 | $4,458+98.4% | $4,487+97.1% | $4,131+114.1% |
| Admin fee / account holder | $235 | $255-7.9% | $7,964-97.0% | $170+38.8% |