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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,352 |
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 | $136,230 | $112,686+20.9% | $169,993-19.9% | $80,160+69.9% |
| Participation rate | 96.4% | 87.4%+9.0pp | 87.0%+9.4pp | 72.9%+23.4pp |
| Annual return | 26.89% | 67.04%-40.1pp | 53.37%-26.5pp | 40.38%-13.5pp |
| Employer contribution / active EE | $4,769 | $4,481+6.4% | $6,785-29.7% | $2,978+60.2% |
| Participant deferral / active EE | $11,850 | $7,876+50.5% | $10,408+13.9% | $5,017+136.2% |
| Admin fee / account holder | $2 | $99-97.7% | $12,815-100.0% | $145-98.4% |