Filed September 8, 2021 (most recent of 2 filings on file)
Total covered: 2 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.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,107,930 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $443,132 |
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 | Advisory (Plan) | $150,000 |
Service code 16 · EIN 53-0181291 | Consulting | $119,000 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 16 · EIN 34-6565596 | Consulting | $81,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $262,628 | $140,769+86.6% | $100,534+161.2% | $140,769+86.6% |
| Participation rate | 98.6% | 74.2%+24.4pp | 80.6%+17.9pp | 74.2%+24.4pp |
| Annual return | 15.59% | 16.82%-1.2pp | 32.66%-17.1pp | 16.82%-1.2pp |
| Employer contribution / active EE | $3,542 | $3,906-9.3% | $4,346-18.5% | $3,906-9.3% |
| Participant deferral / active EE | $13,354 | $6,717+98.8% | $6,144+117.4% | $6,717+98.8% |
| Admin fee / account holder | $223 | $229-2.7% | $7,654-97.1% | $229-2.7% |