Filed May 19, 2020 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $517,565 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $337,405 |
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 | $116,355 | $67,512+72.3% | $185,823-37.4% | $93,030+25.1% |
| Participation rate | 96.4% | 67.1%+29.3pp | 81.7%+14.7pp | 73.9%+22.5pp |
| Annual return | 13.89% | 21.04%-7.2pp | 122.05%-108.2pp | 158.70%-144.8pp |
| Employer contribution / active EE | $3,767 | $1,783+111.2% | $5,167-27.1% | $2,706+39.2% |
| Participant deferral / active EE | $7,607 | $3,035+150.6% | $5,568+36.6% | $4,562+66.7% |
| Admin fee / account holder | $175 | $318-44.9% | $16,237-98.9% | $152+15.4% |