Filed June 25, 2018
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 8-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 | $232,294 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,719 |
Filed as: B.RILEY WEALTH ADVISORS INC Service code 27 · EIN 91-1648671 | Advisory (Plan) | $49,878 |
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 | $61,333 | $81,357-24.6% | $75,972-19.3% | $199,593-69.3% |
| Participation rate | 92.9% | 69.9%+23.0pp | 69.1%+23.9pp | 72.0%+21.0pp |
| Annual return | 15.78% | 16.32%-0.5pp | 359.55%-343.8pp | 34.25%-18.5pp |
| Employer contribution / active EE | $2,315 | $3,341-30.7% | $2,685-13.8% | $3,034-23.7% |
| Participant deferral / active EE | $7,685 | $4,710+63.2% | $4,255+80.6% | $5,087+51.1% |
| Admin fee / account holder | $121 | $144-15.9% | $6,467-98.1% | $269-54.8% |