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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,253,897 |
Service code 37 · EIN 04-2647786 | Loan Processing | $265,261 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 16 · EIN 26-0058142 | Consulting | $188,886 |
Form 5500 reported that benefits due were not provided when due.
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 | $213,584 | $89,394+138.9% | $93,789+127.7% | $89,394+138.9% |
| Participation rate | 99.1% | 71.3%+27.9pp | 81.0%+18.2pp | 71.3%+27.9pp |
| Annual return | -14.03% | -11.89%-2.1pp | -11.33%-2.7pp | -11.89%-2.1pp |
| Employer contribution / active EE | $3,435 | $3,022+13.7% | $4,323-20.5% | $3,022+13.7% |
| Participant deferral / active EE | $11,302 | $5,123+120.6% | $6,094+85.5% | $5,123+120.6% |
| Admin fee / account holder | $267 | $79+236.1% | $7,195-96.3% | $79+236.1% |