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 |
|---|---|---|
STRATEGIC FINANCIAL GROUP2 years Filed as: STRATEGIC FINANCIAL GROUP LLC Service code 27 · EIN 35-1984039 | Advisory (Plan) | $36,331 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,763 |
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 | $89,677 | $102,553-12.6% | $151,611-40.9% | $66,914+34.0% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.5%+9.2pp | 69.8%+26.9pp |
| Annual return | -16.09% | -10.82%-5.3pp | 3.33%-19.4pp | 1.58%-17.7pp |
| Employer contribution / active EE | $4,762 | $4,180+13.9% | $6,166-22.8% | $2,544+87.2% |
| Participant deferral / active EE | $4,903 | $6,641-26.2% | $8,363-41.4% | $4,237+15.7% |
| Admin fee / account holder | $455 | $630-27.7% | $11,616-96.1% | $593-23.3% |