Filed February 22, 2019
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,271 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,350 | $98,727+48.2% | $113,168+29.3% | $85,563+71.0% |
| Participation rate | 90.9% | 80.8%+10.1pp | 76.6%+14.4pp | 66.0%+25.0pp |
| Annual return | 17.80% | 17.43%+0.4pp | 24.27%-6.5pp | 31.51%-13.7pp |
| Employer contribution / active EE | $13,417 | $2,907+361.6% | $2,975+351.0% | $2,654+405.6% |
| Participant deferral / active EE | $12,483 | $5,424+130.1% | $5,107+144.4% | $4,375+185.3% |
| Admin fee / account holder | $86 | $357-75.8% | $12,068-99.3% | $834-89.6% |