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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,642 |
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 | $66,393 | $82,917-19.9% | $103,333-35.7% | $77,643-14.5% |
| Participation rate | 88.9% | 71.6%+17.4pp | 74.5%+14.4pp | 70.6%+18.4pp |
| Annual return | 11.66% | 19.13%-7.5pp | 24.88%-13.2pp | 31.24%-19.6pp |
| Employer contribution / active EE | $2,442 | $3,552-31.2% | $3,868-36.9% | $2,726-10.4% |
| Participant deferral / active EE | $5,519 | $4,108+34.3% | $5,057+9.1% | $4,647+18.8% |
| Admin fee / account holder | $100 | $638-84.4% | $8,355-98.8% | $430-76.8% |