Filed May 18, 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 6-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 |
|---|---|---|
MMA SECURITIES LLC2 years Service code 16 · EIN 52-2189187 | Consulting | $72,500 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,634 |
Filed as: CLARK, SCHAEFER, HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $24,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$201,122 |
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 | $194,039 | $88,890+118.3% | $102,423+89.4% | $77,643+149.9% |
| Participation rate | 94.6% | 80.9%+13.7pp | 76.5%+18.1pp | 70.6%+24.0pp |
| Annual return | 20.81% | 24.98%-4.2pp | 29.32%-8.5pp | 31.24%-10.4pp |
| Employer contribution / active EE | $3,241 | $2,698+20.1% | $3,023+7.2% | $2,726+18.9% |
| Participant deferral / active EE | $8,457 | $5,145+64.4% | $5,053+67.4% | $4,647+82.0% |
| Admin fee / account holder | -$32 | $235-113.6% | $9,451-100.3% | $430-107.5% |