Filed January 15, 2020
Total covered: 211 employees
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 7-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 | $495,370 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $169,987 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,362 | $67,672-19.7% | $155,567-65.1% | $99,061-45.1% |
| Participation rate | 95.0% | 67.2%+27.8pp | 78.2%+16.8pp | 71.6%+23.4pp |
| Annual return | 17.07% | 16.16%+0.9pp | 64.74%-47.7pp | 17.66%-0.6pp |
| Employer contribution / active EE | $3,565 | $2,262+57.6% | $4,674-23.7% | $3,261+9.3% |
| Participant deferral / active EE | $5,505 | $3,827+43.8% | $5,628-2.2% | $5,331+3.2% |
| Admin fee / account holder | $61 | $94-34.8% | $15,916-99.6% | $109-44.0% |