Filed December 28, 2020 (most recent of 4 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $160,785 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $108,959 |
SAGE ADVISORY SERVICES3 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $57,500 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $30,500 |
THE WAGNER LAW GROUP4+ years Service code 29 · EIN 04-3323315 | Legal | $8,585 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA Fees | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $334,655 | $47,456+605.2% | $172,739+93.7% | $77,787+330.2% |
| Participation rate | 78.5% | 66.3%+12.3pp | 82.6%-4.1pp | 73.2%+5.3pp |
| Annual return | 23.78% | 35.57%-11.8pp | 802.84%-779.1pp | 32.57%-8.8pp |
| Employer contribution / active EE | $20,221 | $1,574+1184.6% | $5,143+293.2% | $2,504+707.4% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,967-100.0% |
| Admin fee / account holder | $99 | $81+21.9% | $13,954-99.3% | $100-1.5% |