Filed July 26, 2021 (most recent of 4 filings on file)
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.1 year Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2644524 | Advisory (Plan) | $34,970 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,884 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $82,521 | $71,192+15.9% | $117,854-30.0% | $62,292+32.5% |
| Participation rate | 71.2% | 74.2%-3.0pp | 79.7%-8.4pp | 69.5%+1.7pp |
| Annual return | 15.01% | 18.66%-3.6pp | 335.08%-320.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,225 | $3,189+32.5% | $4,482-5.7% | $3,169+33.3% |
| Admin fee / account holder | $320 | $587-45.5% | $8,020-96.0% | $479-33.3% |