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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $189,773 |
Service code 37 · EIN 04-2647786 | Loan Processing | $114,868 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUM SMITH & BROWN Service code 10 · EIN 22-2027092 | Accounting | $33,822 |
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 | $181,503 | $84,993+113.5% | $129,995+39.6% | $80,160+126.4% |
| Participation rate | 95.3% | 79.5%+15.7pp | 78.5%+16.8pp | 72.9%+22.3pp |
| Annual return | 19.84% | 23.76%-3.9pp | -137.18%+157.0pp | 40.38%-20.5pp |
| Employer contribution / active EE | $4,776 | $3,051+56.5% | $4,320+10.6% | $2,978+60.4% |
| Participant deferral / active EE | $9,512 | $4,984+90.9% | $5,820+63.4% | $5,017+89.6% |
| Admin fee / account holder | $142 | $391-63.8% | $10,614-98.7% | $145-2.3% |