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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,992 |
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 | $192,657 | $63,321+204.3% | $68,791+180.1% | $77,904+147.3% |
| Participation rate | 99.6% | 71.1%+28.5pp | 69.0%+30.6pp | 73.7%+26.0pp |
| Annual return | -16.44% | -6.50%-9.9pp | -6.38%-10.1pp | 12.21%-28.6pp |
| Employer contribution / active EE | $11,151 | $2,794+299.2% | $2,655+320.0% | $2,848+291.6% |
| Participant deferral / active EE | $11,756 | $4,029+191.7% | $3,941+198.3% | $4,806+144.6% |
| Admin fee / account holder | $27 | $104-74.5% | $4,932-99.5% | $133-80.0% |