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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,680 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,711 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,326 | $54,573+36.2% | $90,951-18.3% | $73,488+1.1% |
| Participation rate | 94.3% | 61.2%+33.2pp | 69.0%+25.3pp | 70.7%+23.7pp |
| Annual return | 9.61% | 16.69%-7.1pp | 134.60%-125.0pp | 28.51%-18.9pp |
| Employer contribution / active EE | $974 | $991-1.8% | $2,122-54.1% | $2,270-57.1% |
| Participant deferral / active EE | $5,854 | $2,517+132.6% | $3,373+73.6% | $3,740+56.6% |
| Admin fee / account holder | $80 | $521-84.7% | $5,959-98.7% | $513-84.4% |