Filed December 7, 2021 (most recent of 2 filings on file)
Total covered: 317 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $572,540 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,360 |
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 | $56,998 | $66,513-14.3% | $178,490-68.1% | $106,222-46.3% |
| Participation rate | 88.4% | 73.8%+14.6pp | 81.9%+6.4pp | 70.8%+17.6pp |
| Annual return | 17.10% | 21.81%-4.7pp | 151.07%-134.0pp | 21.69%-4.6pp |
| Employer contribution / active EE | $2,113 | $1,776+19.0% | $5,011-57.8% | $2,723-22.4% |
| Participant deferral / active EE | $3,101 | $3,679-15.7% | $5,202-40.4% | $4,600-32.6% |
| Admin fee / account holder | $33 | $53-38.6% | $13,984-99.8% | $78-58.1% |