Filed September 21, 2023
Total covered: 7 employees
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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,600 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,285 | $93,182-29.9% | $146,665-55.5% | $79,386-17.8% |
| Participation rate | 78.0% | 76.4%+1.6pp | 80.1%-2.1pp | 70.7%+7.3pp |
| Annual return | 21.71% | 21.61%+0.1pp | 22.74%-1.0pp | 116.85%-95.1pp |
| Employer contribution / active EE | $2,757 | $2,420+14.0% | $4,136-33.3% | $2,427+13.6% |
| Participant deferral / active EE | $2,909 | $4,169-30.2% | $5,506-47.2% | $4,046-28.1% |
| Admin fee / account holder | $43 | $585-92.6% | $10,280-99.6% | $626-93.1% |