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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,732 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$48,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,214 | $84,993+12.0% | $129,995-26.8% | $80,160+18.8% |
| Participation rate | 96.9% | 79.5%+17.4pp | 78.5%+18.5pp | 72.9%+24.0pp |
| Annual return | 20.32% | 23.76%-3.4pp | -137.18%+157.5pp | 40.38%-20.1pp |
| Employer contribution / active EE | $3,730 | $3,051+22.2% | $4,320-13.7% | $2,978+25.3% |
| Participant deferral / active EE | $6,403 | $4,984+28.5% | $5,820+10.0% | $5,017+27.6% |
| Admin fee / account holder | -$10 | $391-102.4% | $10,614-100.1% | $145-106.6% |