Filed January 11, 2019
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,871 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$5,451 |
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 | $244,458 | $78,339+212.0% | $85,682+185.3% | $93,030+162.8% |
| Participation rate | 99.5% | 72.5%+27.0pp | 69.9%+29.7pp | 73.9%+25.6pp |
| Annual return | 15.05% | 21.17%-6.1pp | 21.49%-6.4pp | 158.70%-143.7pp |
| Employer contribution / active EE | $11,290 | $2,560+341.0% | $2,618+331.2% | $2,706+317.3% |
| Participant deferral / active EE | $13,000 | $3,882+234.9% | $3,923+231.4% | $4,562+184.9% |
| Admin fee / account holder | $42 | $104-59.9% | $6,873-99.4% | $152-72.5% |