Filed July 19, 2022
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) | $18,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,169 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $124,409 | $68,544+81.5% | $115,752+7.5% | $69,631+78.7% |
| Participation rate | 96.3% | 74.0%+22.3pp | 77.8%+18.5pp | 70.7%+25.6pp |
| Annual return | 19.30% | 20.97%-1.7pp | 19.41%-0.1pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $2,022 | $2,400-15.8% | $3,492-42.1% | $2,032-0.5% |
| Participant deferral / active EE | $6,942 | $3,887+78.6% | $5,204+33.4% | $3,224+115.3% |
| Admin fee / account holder | $46 | $90-49.1% | $6,278-99.3% | $110-58.4% |