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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $227,469 |
CLEARSTEAD ADVISORS, LLC1 year Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $28,000 |
WARREN AVERETT, LLC4+ years Service code 10 · EIN 45-4084437 | Accounting | $13,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$92,929 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $226,331 | $127,218+77.9% | $392,568-42.3% | $77,787+191.0% |
| Participation rate | 97.4% | 82.0%+15.4pp | 78.1%+19.4pp | 73.2%+24.2pp |
| Annual return | 20.86% | 25.27%-4.4pp | 24.42%-3.6pp | 32.57%-11.7pp |
| Employer contribution / active EE | $6,662 | $3,064+117.5% | $3,783+76.1% | $2,504+166.0% |
| Participant deferral / active EE | $11,546 | $4,820+139.6% | $5,985+92.9% | $3,967+191.0% |
| Admin fee / account holder | $81 | $89-8.7% | $6,260-98.7% | $100-18.8% |