Filed July 19, 2023 (most recent of 3 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 Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,327 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,450 |
Service code 60 | Sub-TA Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,620 | $75,289-64.6% | $75,826-64.9% | $75,289-64.6% |
| Participation rate | 83.8% | 72.4%+11.4pp | 68.2%+15.6pp | 72.4%+11.4pp |
| Annual return | -6.75% | -0.04%-6.7pp | 1914.15%-1920.9pp | -0.04%-6.7pp |
| Employer contribution / active EE | $1,677 | $2,405-30.3% | $1,913-12.4% | $2,405-30.3% |
| Participant deferral / active EE | $1,812 | $3,739-51.5% | $2,862-36.7% | $3,739-51.5% |
| Admin fee / account holder | $9 | $102-91.7% | $4,726-99.8% | $102-91.7% |