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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,722 |
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 | $226,580 | $70,115+223.2% | $70,515+221.3% | $80,160+182.7% |
| Participation rate | 96.9% | 71.7%+25.3pp | 68.3%+28.6pp | 72.9%+24.0pp |
| Annual return | 20.40% | 134.51%-114.1pp | 32.77%-12.4pp | 40.38%-20.0pp |
| Employer contribution / active EE | $11,266 | $3,021+272.9% | $2,973+278.9% | $2,978+278.3% |
| Participant deferral / active EE | $11,316 | $4,495+151.7% | $4,567+147.8% | $5,017+125.5% |
| Admin fee / account holder | $37 | $112-67.4% | $6,412-99.4% | $145-74.7% |