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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $127,282 |
AMERICAN FUNDS7+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $76,005 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $30,105 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$271,266 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,497 | $91,746+117.4% | $146,665+36.0% | $93,030+114.4% |
| Participation rate | 97.2% | 80.9%+16.3pp | 80.1%+17.1pp | 73.9%+23.3pp |
| Annual return | 16.68% | 18.28%-1.6pp | 22.74%-6.1pp | 158.70%-142.0pp |
| Employer contribution / active EE | $4,451 | $2,815+58.1% | $4,136+7.6% | $2,706+64.5% |
| Participant deferral / active EE | $9,144 | $4,589+99.3% | $5,506+66.1% | $4,562+100.4% |
| Admin fee / account holder | -$17 | $101-117.0% | $10,280-100.2% | $152-111.4% |