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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,202,644 |
CAPFINANCIAL PARTNERS LLC5 years Service code 16 · EIN 26-0058143 | Consulting | $187,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$33,777 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $234,932 | $106,382+120.8% | $103,476+127.0% | $106,382+120.8% |
| Participation rate | 98.4% | 69.9%+28.5pp | 80.5%+17.9pp | 69.9%+28.5pp |
| Annual return | 11.89% | 17.37%-5.5pp | 23.90%-12.0pp | 17.37%-5.5pp |
| Employer contribution / active EE | $3,426 | $3,364+1.8% | $4,672-26.7% | $3,364+1.8% |
| Participant deferral / active EE | $12,577 | $5,569+125.8% | $6,623+89.9% | $5,569+125.8% |
| Admin fee / account holder | $210 | $79+165.4% | $9,413-97.8% | $79+165.4% |