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 | $108,366 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,049 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,496 | $45,000+27.8% | $143,757-60.0% | $77,904-26.2% |
| Participation rate | 75.6% | 66.8%+8.8pp | 80.3%-4.7pp | 73.7%+1.9pp |
| Annual return | -15.55% | 29.03%-44.6pp | -0.04%-15.5pp | 12.21%-27.8pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $3,180 | $3,157+0.7% | $5,637-43.6% | $4,806-33.8% |
| Admin fee / account holder | $43 | $98-56.3% | $14,673-99.7% | $133-67.5% |