Filed January 4, 2018
See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 | $45,191 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,211 | $47,126+108.4% | $149,673-34.4% | $74,419+32.0% |
| Participation rate | 87.3% | 63.4%+23.9pp | 78.8%+8.5pp | 70.7%+16.6pp |
| Annual return | 23.94% | 22.75%+1.2pp | 134.42%-110.5pp | 34.38%-10.4pp |
| Employer contribution / active EE | $2,919 | $1,905+53.2% | $4,818-39.4% | $2,637+10.7% |
| Participant deferral / active EE | $4,161 | $2,728+52.5% | $5,680-26.7% | $4,528-8.1% |
| Admin fee / account holder | $52 | $343-84.8% | $13,210-99.6% | $348-85.0% |