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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,950 |
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 | $68,824 | $42,353+62.5% | $79,550-13.5% | $64,808+6.2% |
| Participation rate | 89.3% | 64.8%+24.5pp | 69.5%+19.8pp | 71.5%+17.8pp |
| Annual return | -14.88% | -12.24%-2.6pp | 0.16%-15.0pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,076 | $1,181-8.8% | $2,413-55.4% | $2,506-57.1% |
| Participant deferral / active EE | $6,919 | $3,170+118.2% | $3,985+73.6% | $4,310+60.5% |
| Admin fee / account holder | $56 | $160-64.6% | $6,832-99.2% | $188-69.9% |