Filed December 17, 2021 (most recent of 2 filings on file)
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 | $8,653 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,421 |
FID INV INST OPS CO1 year Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,936 | $81,537-43.7% | $149,718-69.3% | $69,631-34.0% |
| Participation rate | 93.7% | 86.1%+7.6pp | 87.1%+6.6pp | 70.7%+23.0pp |
| Annual return | 23.82% | 22.79%+1.0pp | 1501.63%-1477.8pp | 27571.02%-27547.2pp |
| Employer contribution / active EE | $1,153 | $3,239-64.4% | $5,445-78.8% | $2,032-43.2% |
| Participant deferral / active EE | $4,033 | $4,994-19.2% | $6,569-38.6% | $3,224+25.1% |
| Admin fee / account holder | $14 | $107-86.6% | $11,283-99.9% | $110-87.0% |