Filed April 27, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $53,821 |
Filed as: CBIZ, INC. Service code 10 · EIN 22-2769024 | Accounting | $26,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $200,740 | $86,897+131.0% | $151,611+32.4% | $64,808+209.7% |
| Participation rate | 39.0% | 87.3%-48.3pp | 87.5%-48.5pp | 71.5%-32.5pp |
| Annual return | -17.87% | -3.57%-14.3pp | 3.33%-21.2pp | 32.82%-50.7pp |
| Employer contribution / active EE | $3,147 | $4,010-21.5% | $6,166-49.0% | $2,506+25.6% |
| Participant deferral / active EE | $5,713 | $6,690-14.6% | $8,363-31.7% | $4,310+32.5% |
| Admin fee / account holder | $150 | $153-1.6% | $11,616-98.7% | $188-19.9% |