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 | $247,207 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,185 |
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 | $35,246 | $80,160-56.0% | $65,255-46.0% | $80,160-56.0% |
| Participation rate | 86.4% | 72.9%+13.5pp | 65.0%+21.5pp | 72.9%+13.5pp |
| Annual return | 18.11% | 40.38%-22.3pp | 47.35%-29.2pp | 40.38%-22.3pp |
| Employer contribution / active EE | $2,641 | $2,978-11.3% | $1,691+56.2% | $2,978-11.3% |
| Participant deferral / active EE | $2,695 | $5,017-46.3% | $2,831-4.8% | $5,017-46.3% |
| Admin fee / account holder | $73 | $145-49.6% | $4,112-98.2% | $145-49.6% |