Filed November 18, 2019 (most recent of 5 filings on file)
Total covered: 16 employees
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,774 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,813 |
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 | $92,066 | $78,419+17.4% | $133,956-31.3% | $73,409+25.4% |
| Participation rate | 95.8% | 78.6%+17.2pp | 79.8%+16.0pp | 72.2%+23.6pp |
| Annual return | 30.29% | 33.35%-3.1pp | 45.09%-14.8pp | 59.29%-29.0pp |
| Employer contribution / active EE | $722 | $2,044-64.7% | $3,919-81.6% | $2,234-67.7% |
| Participant deferral / active EE | $6,817 | $3,925+73.7% | $5,048+35.1% | $3,805+79.2% |
| Admin fee / account holder | $17 | $161-89.4% | $8,927-99.8% | $158-89.2% |