Filed September 22, 2023 (most recent of 2 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,333 |
AMERICAN FUNDS5+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 12 BROAD STREET 5TH FLOOR · RED BANK, NJ 07701 | Consulting | $64,893 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUM Service code 10 · EIN 22-1454516 | Accounting | $43,753 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$220,323 |
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 | $162,482 | $73,125+122.2% | $125,175+29.8% | $77,787+108.9% |
| Participation rate | 94.9% | 79.4%+15.4pp | 79.8%+15.1pp | 73.2%+21.6pp |
| Annual return | 22.02% | 24.71%-2.7pp | 43.79%-21.8pp | 32.57%-10.6pp |
| Employer contribution / active EE | $3,816 | $2,413+58.1% | $3,865-1.3% | $2,504+52.4% |
| Participant deferral / active EE | $7,602 | $3,966+91.7% | $4,937+54.0% | $3,967+91.6% |
| Admin fee / account holder | $5 | $89-94.1% | $9,702-99.9% | $100-94.8% |