Filed February 24, 2023 (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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,717 |
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 | $109,603 | $95,918+14.3% | $151,611-27.7% | $77,904+40.7% |
| Participation rate | 96.9% | 88.7%+8.2pp | 87.5%+9.4pp | 73.7%+23.2pp |
| Annual return | -16.26% | -5.50%-10.8pp | 3.33%-19.6pp | 12.21%-28.5pp |
| Employer contribution / active EE | $4,107 | $4,330-5.2% | $6,166-33.4% | $2,848+44.2% |
| Participant deferral / active EE | $10,335 | $7,508+37.7% | $8,363+23.6% | $4,806+115.1% |
| Admin fee / account holder | $8 | $93-91.7% | $11,616-99.9% | $133-94.2% |