Filed February 26, 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,732 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,983 |
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $416,941 | $51,620+707.7% | $90,281+361.8% | $65,185+539.6% |
| Participation rate | 90.4% | 68.6%+21.7pp | 73.3%+17.1pp | 70.2%+20.2pp |
| Annual return | 20.90% | 24.94%-4.0pp | 78.10%-57.2pp | 29.38%-8.5pp |
| Employer contribution / active EE | $14,653 | $2,235+555.7% | $2,854+413.4% | $2,177+573.2% |
| Participant deferral / active EE | $12,796 | $2,871+345.8% | $3,885+229.3% | $3,514+264.2% |
| Admin fee / account holder | $158 | $384-59.0% | $5,351-97.1% | $847-81.4% |