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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $179,786 |
AMERICAN FUNDS8+ years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $47,274 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $34,030 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$252,736 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,976 | $84,000+85.7% | $119,609+30.4% | $77,904+100.2% |
| Participation rate | 94.5% | 77.8%+16.7pp | 79.3%+15.2pp | 73.7%+20.8pp |
| Annual return | -17.22% | -11.59%-5.6pp | -14.97%-2.3pp | 12.21%-29.4pp |
| Employer contribution / active EE | $4,557 | $2,907+56.8% | $4,232+7.7% | $2,848+60.0% |
| Participant deferral / active EE | $9,312 | $4,705+97.9% | $5,602+66.2% | $4,806+93.8% |
| Admin fee / account holder | $3 | $116-97.3% | $10,323-100.0% | $133-97.7% |