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 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,024 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,026 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,494 | $106,236-47.8% | $112,228-50.6% | $64,808-14.4% |
| Participation rate | 94.1% | 71.7%+22.5pp | 75.1%+19.1pp | 71.5%+22.7pp |
| Annual return | -14.54% | -6.02%-8.5pp | 27.45%-42.0pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,913 | $3,166-39.6% | $3,635-47.4% | $2,506-23.7% |
| Participant deferral / active EE | $4,683 | $3,785+23.7% | $4,728-0.9% | $4,310+8.7% |
| Admin fee / account holder | $124 | $452-72.6% | $6,410-98.1% | $188-34.1% |