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 GROUP3 years Filed as: STRATEGIC FINANCIAL GROUP LLC Service code 27 · EIN 35-1984039 | Advisory (Plan) | $37,708 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $24,377 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,948 | $130,194-23.2% | $169,993-41.2% | $71,457+39.9% |
| Participation rate | 97.2% | 86.1%+11.1pp | 87.0%+10.2pp | 67.9%+29.3pp |
| Annual return | 21.84% | 20.37%+1.5pp | 53.37%-31.5pp | 28.85%-7.0pp |
| Employer contribution / active EE | $4,320 | $4,381-1.4% | $6,785-36.3% | $2,588+66.9% |
| Participant deferral / active EE | $4,939 | $6,923-28.7% | $10,408-52.5% | $4,289+15.2% |
| Admin fee / account holder | $403 | $966-58.2% | $12,815-96.9% | $1,587-74.6% |