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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $355,410 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,351 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 · EIN 77-0573994 | Accounting | $27,367 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $15,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,238 | $95,388-54.7% | $125,339-65.5% | $77,904-44.5% |
| Participation rate | 93.5% | 78.6%+14.9pp | 82.4%+11.1pp | 73.7%+19.8pp |
| Annual return | -17.10% | 116.19%-133.3pp | 572.05%-589.1pp | 12.21%-29.3pp |
| Employer contribution / active EE | $8 | $3,666-99.8% | $4,814-99.8% | $2,848-99.7% |
| Participant deferral / active EE | $16,984 | $7,711+120.3% | $7,446+128.1% | $4,806+253.4% |
| Admin fee / account holder | $71 | $119-40.0% | $10,010-99.3% | $133-46.1% |