Filed July 6, 2017 (most recent of 2 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 | $111,475 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,078 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,344 | $31,370+54.1% | $74,583-35.2% | $63,975-24.4% |
| Participation rate | 44.2% | 42.6%+1.6pp | 68.1%-23.9pp | 71.1%-27.0pp |
| Annual return | 9.95% | -105.16%+115.1pp | 20.47%-10.5pp | 48.65%-38.7pp |
| Employer contribution / active EE | $650 | $822-20.9% | $2,525-74.3% | $2,182-70.2% |
| Participant deferral / active EE | $4,239 | $1,560+171.7% | $3,458+22.6% | $3,356+26.3% |
| Admin fee / account holder | $71 | $77-8.1% | $4,138-98.3% | $70+0.2% |