Filed June 15, 2020
Total covered: 253 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 5-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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $634,055 |
Service code 37 · EIN 04-2647786 | Loan Processing | $213,357 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $67,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $32,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,069 | $159,391-27.8% | $102,423+12.3% | $99,062+16.2% |
| Participation rate | 99.6% | 88.6%+11.0pp | 76.5%+23.1pp | 71.6%+28.0pp |
| Annual return | 12.42% | 19.03%-6.6pp | 29.32%-16.9pp | 17.66%-5.2pp |
| Employer contribution / active EE | $5,607 | $4,207+33.3% | $3,023+85.5% | $3,262+71.9% |
| Participant deferral / active EE | $6,634 | $7,498-11.5% | $5,053+31.3% | $5,331+24.4% |
| Admin fee / account holder | $145 | $159-9.0% | $9,451-98.5% | $109+32.9% |