Filed March 15, 2019
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $33,670 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,630 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,347 | $50,815+54.2% | $155,509-49.6% | $77,643+0.9% |
| Participation rate | 85.6% | 63.1%+22.5pp | 78.2%+7.4pp | 70.6%+15.0pp |
| Annual return | 15.86% | 34.80%-18.9pp | 64.67%-48.8pp | 31.24%-15.4pp |
| Employer contribution / active EE | $5,141 | $1,993+158.0% | $4,672+10.0% | $2,726+88.6% |
| Participant deferral / active EE | $5,197 | $2,822+84.1% | $5,626-7.6% | $4,647+11.8% |
| Admin fee / account holder | $63 | $437-85.5% | $15,912-99.6% | $430-85.3% |