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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,419 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,182 |
MMA SECURITIES LLC4 years Service code 16 · EIN 22-3570392 | Consulting | $37,244 |
PLANTE & MORAN, PLLC2 years Service code 16 · EIN 38-1357951 | Consulting | $21,500 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. (NJ) Service code 16 · EIN 36-3109431 | Consulting | $11,334 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,025 | $98,727+76.3% | $113,168+53.8% | $85,563+103.4% |
| Participation rate | 94.1% | 80.8%+13.3pp | 76.6%+17.5pp | 66.0%+28.1pp |
| Annual return | 15.32% | 17.43%-2.1pp | 24.27%-9.0pp | 31.51%-16.2pp |
| Employer contribution / active EE | $3,750 | $2,907+29.0% | $2,975+26.0% | $2,654+41.3% |
| Participant deferral / active EE | $10,140 | $5,424+86.9% | $5,107+98.6% | $4,375+131.8% |
| Admin fee / account holder | $310 | $357-13.0% | $12,068-97.4% | $834-62.8% |