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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,098 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$61,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,852 | $84,000+14.1% | $119,609-19.9% | $77,904+23.0% |
| Participation rate | 97.9% | 77.8%+20.0pp | 79.3%+18.6pp | 73.7%+24.2pp |
| Annual return | -12.62% | -11.59%-1.0pp | -14.97%+2.4pp | 12.21%-24.8pp |
| Employer contribution / active EE | $3,741 | $2,907+28.7% | $4,232-11.6% | $2,848+31.4% |
| Participant deferral / active EE | $6,292 | $4,705+33.7% | $5,602+12.3% | $4,806+30.9% |
| Admin fee / account holder | -$25 | $116-121.7% | $10,323-100.2% | $133-119.0% |