Filed June 29, 2023 (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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,335 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,938 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,715 | $52,208+131.2% | $86,612+39.4% | $74,419+62.2% |
| Participation rate | 98.0% | 66.3%+31.7pp | 71.7%+26.3pp | 70.7%+27.3pp |
| Annual return | 35.03% | 44.46%-9.4pp | 591.07%-556.0pp | 34.38%+0.6pp |
| Employer contribution / active EE | $4,192 | $2,282+83.7% | $3,022+38.7% | $2,637+59.0% |
| Participant deferral / active EE | $10,550 | $3,383+211.9% | $4,438+137.7% | $4,528+133.0% |
| Admin fee / account holder | -$96 | $319-130.1% | $5,614-101.7% | $348-127.6% |