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 | $233,803 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,354 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,019 | $77,904-62.7% | $71,735-59.5% | $77,904-62.7% |
| Participation rate | 88.4% | 73.7%+14.7pp | 62.3%+26.1pp | 73.7%+14.7pp |
| Annual return | -16.41% | 12.21%-28.6pp | 9.14%-25.5pp | 12.21%-28.6pp |
| Employer contribution / active EE | $2,491 | $2,848-12.5% | $1,704+46.2% | $2,848-12.5% |
| Participant deferral / active EE | $2,611 | $4,806-45.7% | $2,658-1.8% | $4,806-45.7% |
| Admin fee / account holder | $72 | $133-45.8% | $3,974-98.2% | $133-45.8% |