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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,953 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,390 |
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 | $29,420 | $77,787-62.2% | $88,538-66.8% | $77,787-62.2% |
| Participation rate | 85.4% | 73.2%+12.2pp | 68.7%+16.6pp | 73.2%+12.2pp |
| Annual return | 21.85% | 32.57%-10.7pp | 43.64%-21.8pp | 32.57%-10.7pp |
| Employer contribution / active EE | $1,760 | $2,504-29.7% | $2,098-16.1% | $2,504-29.7% |
| Participant deferral / active EE | $1,902 | $3,967-52.1% | $2,914-34.7% | $3,967-52.1% |
| Admin fee / account holder | $19 | $100-80.9% | $4,310-99.6% | $100-80.9% |