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 | $7,177 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,509 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,760 | $78,275-4.5% | $109,143-31.5% | $86,799-13.9% |
| Participation rate | 97.0% | 73.8%+23.2pp | 75.9%+21.1pp | 72.3%+24.7pp |
| Annual return | 14.02% | 19.14%-5.1pp | 25.75%-11.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $2,104 | $3,105-32.2% | $3,722-43.5% | $2,405-12.5% |
| Participant deferral / active EE | $5,188 | $3,641+42.5% | $4,653+11.5% | $4,131+25.6% |
| Admin fee / account holder | $144 | $198-27.4% | $6,752-97.9% | $170-15.0% |