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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,609 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $152,679 | $75,419+102.4% | $392,568-61.1% | $67,579+125.9% |
| Participation rate | 97.0% | 74.8%+22.2pp | 78.1%+18.9pp | 71.3%+25.7pp |
| Annual return | 23.35% | 36.70%-13.4pp | 24.42%-1.1pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,066 | $2,636-21.6% | $3,783-45.4% | $2,148-3.8% |
| Participant deferral / active EE | $7,699 | $4,347+77.1% | $5,985+28.6% | $3,539+117.5% |
| Admin fee / account holder | $27 | $114-76.7% | $6,260-99.6% | $142-81.4% |