Filed December 16, 2024
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) | $27,142 |
LION STREET ADVISORS LLC4 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $24,745 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $16,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$76,067 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $153,741 | $129,021+19.2% | $184,203-16.5% | $77,643+98.0% |
| Participation rate | 82.1% | 87.3%-5.2pp | 86.8%-4.7pp | 70.6%+11.5pp |
| Annual return | 26.70% | 33.27%-6.6pp | 28.81%-2.1pp | 31.24%-4.5pp |
| Employer contribution / active EE | $1,533 | $4,413-65.3% | $6,427-76.2% | $2,726-43.8% |
| Participant deferral / active EE | $9,017 | $7,297+23.6% | $9,131-1.2% | $4,647+94.0% |
| Admin fee / account holder | -$20 | $254-107.9% | $13,901-100.1% | $430-104.7% |