Filed March 14, 2023
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 27 · EIN 35-2552359 | Advisory (Plan) | $47,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,810 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,075 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,257 | $91,517-20.0% | $101,248-27.6% | $73,409-0.2% |
| Participation rate | 93.9% | 73.8%+20.1pp | 75.8%+18.0pp | 72.2%+21.7pp |
| Annual return | 13.12% | 17.17%-4.0pp | 46.47%-33.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $2,103 | $2,877-26.9% | $3,660-42.5% | $2,234-5.8% |
| Participant deferral / active EE | $4,755 | $3,338+42.4% | $4,370+8.8% | $3,805+25.0% |
| Admin fee / account holder | $157 | $216-27.2% | $5,945-97.4% | $158-0.4% |