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 | $105,657 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654542 | Advisory (Plan) | $68,410 |
SAGE ADVISORY SERVICES5 years Filed as: SAGE VIEW ADVISORY GROUP, LLC Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,000 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $17,900 |
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $13,500 |
FID INV INST OPS CO4 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 | $419,261 | $67,512+521.0% | $185,823+125.6% | $93,030+350.7% |
| Participation rate | 90.0% | 67.1%+22.9pp | 81.7%+8.3pp | 73.9%+16.1pp |
| Annual return | 16.25% | 21.04%-4.8pp | 122.05%-105.8pp | 158.70%-142.5pp |
| Employer contribution / active EE | $26,253 | $1,783+1372.3% | $5,167+408.1% | $2,706+870.3% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $94 | $318-70.5% | $16,237-99.4% | $152-38.2% |