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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $48,020 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,000 |
BDO USA, LLP1 year Service code 10 · EIN 13-5381590 | Accounting | $33,500 |
THE WAGNER LAW GROUP5+ years Service code 29 · EIN 04-3323315 | Legal | $19,086 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $14,100 |
FID INV INST OPS CO3 years Service code 60 | Sub-TA Fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | $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 | $350,641 | $56,095+525.1% | $178,490+96.4% | $90,288+288.4% |
| Participation rate | 93.1% | 65.6%+27.6pp | 81.9%+11.2pp | 73.4%+19.8pp |
| Annual return | 19.22% | 28.81%-9.6pp | 151.07%-131.8pp | 53.97%-34.7pp |
| Employer contribution / active EE | $21,539 | $1,572+1269.8% | $5,011+329.9% | $2,524+753.3% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $69 | $101-31.6% | $13,984-99.5% | $114-39.6% |