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 | $11,873 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,151 |
FID INV INST OPS CO2 years 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 | $42,317 | $80,005-47.1% | $140,016-69.8% | $55,725-24.1% |
| Participation rate | 92.0% | 87.0%+5.0pp | 87.5%+4.5pp | 70.9%+21.2pp |
| Annual return | -5.29% | 0.46%-5.7pp | 651.12%-656.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,559 | $3,403-54.2% | $5,606-72.2% | $2,078-25.0% |
| Participant deferral / active EE | $4,409 | $5,264-16.2% | $6,927-36.3% | $3,356+31.4% |
| Admin fee / account holder | $25 | $116-78.0% | $10,705-99.8% | $115-77.9% |