Filed January 4, 2018
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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,590 |
THE PARTNERS GROUP1 year Service code 16 · EIN 20-5282002 | Consulting | $34,750 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,361 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,129 | $57,610+80.7% | $154,803-32.7% | $102,872+1.2% |
| Participation rate | 86.7% | 59.5%+27.2pp | 78.1%+8.6pp | 73.0%+13.6pp |
| Annual return | 17.48% | 30.49%-13.0pp | 58.88%-41.4pp | 19.06%-1.6pp |
| Employer contribution / active EE | $2,709 | $1,883+43.9% | $4,305-37.1% | $3,526-23.2% |
| Participant deferral / active EE | $4,482 | $2,914+53.8% | $5,540-19.1% | $5,535-19.0% |
| Admin fee / account holder | $79 | $368-78.4% | $14,329-99.4% | $292-72.8% |