Filed October 2, 2015
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,828 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,875 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,009 | $71,666+38.2% | $117,854-16.0% | $69,631+42.2% |
| Participation rate | 99.9% | 77.5%+22.3pp | 79.7%+20.2pp | 70.7%+29.2pp |
| Annual return | 18.84% | 18.86%0pp | 335.08%-316.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $4,039 | $1,889+113.8% | $3,786+6.7% | $2,032+98.8% |
| Participant deferral / active EE | $5,708 | $3,340+70.9% | $4,482+27.4% | $3,224+77.1% |
| Admin fee / account holder | $14 | $120-88.4% | $8,020-99.8% | $110-87.4% |