Filed May 23, 2024 (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.9 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $704,124 |
Service code 37 · EIN 04-2647786 | Loan Processing | $413,724 |
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $129,536 |
CROWE LLP9 years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $53,400 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $9,569 |
Form 5500 reported that benefits due were not provided when due.
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 | $172,476 | $140,769+22.5% | $91,541+88.4% | $140,769+22.5% |
| Participation rate | 97.1% | 74.2%+23.0pp | 69.8%+27.4pp | 74.2%+23.0pp |
| Annual return | 14.89% | 16.82%-1.9pp | 20.50%-5.6pp | 16.82%-1.9pp |
| Employer contribution / active EE | $5,622 | $3,906+43.9% | $2,505+124.5% | $3,906+43.9% |
| Participant deferral / active EE | $7,794 | $6,717+16.0% | $4,008+94.5% | $6,717+16.0% |
| Admin fee / account holder | $58 | $229-74.7% | $6,956-99.2% | $229-74.7% |