Filed November 22, 2021 (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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,869 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,474 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,495 | $81,908+39.8% | $90,749+26.2% | $64,808+76.7% |
| Participation rate | 96.6% | 80.5%+16.1pp | 75.7%+20.9pp | 71.5%+25.1pp |
| Annual return | -16.05% | -12.53%-3.5pp | -12.16%-3.9pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,913 | $3,065-5.0% | $2,921-0.3% | $2,506+16.2% |
| Participant deferral / active EE | $8,012 | $4,840+65.5% | $4,564+75.5% | $4,310+85.9% |
| Admin fee / account holder | -$29 | $157-118.5% | $8,445-100.3% | $188-115.5% |