Filed October 25, 2024 (most recent of 3 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 | $72,464 |
CLEARSTEAD ADVISORS, LLC4 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 · EIN 34-1597728 | Advisory (Plan) | $30,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,286 |
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 | $41,073 | $50,815-19.2% | $155,509-73.6% | $77,643-47.1% |
| Participation rate | 89.9% | 63.1%+26.8pp | 78.2%+11.7pp | 70.6%+19.3pp |
| Annual return | 15.96% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.3pp |
| Employer contribution / active EE | $1,614 | $1,993-19.0% | $4,672-65.5% | $2,726-40.8% |
| Participant deferral / active EE | $2,995 | $2,822+6.1% | $5,626-46.8% | $4,647-35.6% |
| Admin fee / account holder | $134 | $437-69.2% | $15,912-99.2% | $430-68.8% |