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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,794 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,775 |
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 | $114,008 | $69,159+64.8% | $125,175-8.9% | $67,579+68.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 23.35% | 27.12%-3.8pp | 43.79%-20.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $4,349 | $2,023+115.0% | $3,865+12.5% | $2,148+102.5% |
| Participant deferral / active EE | $6,660 | $3,700+80.0% | $4,937+34.9% | $3,539+88.2% |
| Admin fee / account holder | $17 | $142-88.3% | $9,702-99.8% | $142-88.4% |