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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,557 |
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 | $176,547 | $82,093+115.1% | $379,746-53.5% | $73,409+140.5% |
| Participation rate | 97.0% | 76.8%+20.2pp | 78.4%+18.6pp | 72.2%+24.8pp |
| Annual return | 15.63% | 18.89%-3.3pp | 34.90%-19.3pp | 59.29%-43.7pp |
| Employer contribution / active EE | $3,016 | $2,847+5.9% | $3,540-14.8% | $2,234+35.0% |
| Participant deferral / active EE | $9,025 | $4,697+92.1% | $6,024+49.8% | $3,805+137.2% |
| Admin fee / account holder | $47 | $128-62.9% | $7,927-99.4% | $158-70.0% |