Filed February 7, 2020 (most recent of 3 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.7 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $827,826 |
BAKER & HOSTETLER LLP7 years Service code 29 · EIN 34-0082025 | Legal | $5,000 |
FID INV INST OPS CO9 years Filed as: FID INV INSTL OPS CO Service code 13 · EIN 04-2647786 | Contract Administrator | -$194,116 |
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 | $93,684 | $73,283+27.8% | $155,509-39.8% | $106,382-11.9% |
| Participation rate | 73.6% | 73.3%+0.3pp | 78.2%-4.6pp | 69.9%+3.7pp |
| Annual return | 15.72% | 15.77%0pp | 64.67%-48.9pp | 17.37%-1.7pp |
| Employer contribution / active EE | $2,583 | $2,247+14.9% | $4,672-44.7% | $3,364-23.2% |
| Participant deferral / active EE | $4,958 | $4,580+8.2% | $5,626-11.9% | $5,569-11.0% |
| Admin fee / account holder | $22 | $56-61.1% | $15,912-99.9% | $79-72.5% |