Filed March 11, 2020
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 10-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 | $7,235 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,088 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,290 | $42,548+44.0% | $74,550-17.8% | $56,287+8.9% |
| Participation rate | 94.5% | 60.5%+34.0pp | 69.1%+25.4pp | 69.9%+24.6pp |
| Annual return | -6.09% | 12.40%-18.5pp | 32.53%-38.6pp | -9.96%+3.9pp |
| Employer contribution / active EE | $899 | $855+5.1% | $1,961-54.1% | $2,111-57.4% |
| Participant deferral / active EE | $5,076 | $2,277+122.9% | $3,108+63.3% | $3,350+51.5% |
| Admin fee / account holder | $48 | $467-89.7% | $5,060-99.0% | $521-90.8% |