Filed June 30, 2023 (most recent of 3 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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,904 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $182,568 | $56,503+223.1% | $70,092+160.5% | $64,808+181.7% |
| Participation rate | 95.9% | 70.5%+25.5pp | 70.5%+25.5pp | 71.5%+24.5pp |
| Annual return | -20.11% | -13.44%-6.7pp | 190.73%-210.8pp | 32.82%-52.9pp |
| Employer contribution / active EE | $4,429 | $2,046+116.4% | $2,559+73.1% | $2,506+76.7% |
| Participant deferral / active EE | $9,557 | $3,389+182.0% | $3,849+148.3% | $4,310+121.7% |
| Admin fee / account holder | -$64 | $160-139.7% | $6,267-101.0% | $188-133.9% |