Filed September 21, 2022 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $32,554 |
Filed as: STRATEGIC FINANCIAL GROUP LLC Service code 27 · EIN 35-1984039 | Advisory (Plan) | $30,070 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,228 | $137,414-9.6% | $189,513-34.4% | $85,850+44.7% |
| Participation rate | 94.8% | 84.6%+10.2pp | 87.8%+7.0pp | 69.3%+25.5pp |
| Annual return | 13.04% | 38.14%-25.1pp | 555.15%-542.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $4,229 | $4,344-2.7% | $6,162-31.4% | $2,565+64.9% |
| Participant deferral / active EE | $5,406 | $6,260-13.6% | $8,221-34.2% | $3,952+36.8% |
| Admin fee / account holder | $585 | $8,630-93.2% | $12,045-95.1% | $6,260-90.7% |