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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,991 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,438 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,699 | $66,457+280.2% | $81,382+210.5% | $77,643+225.5% |
| Participation rate | 93.8% | 68.7%+25.0pp | 69.5%+24.3pp | 70.6%+23.2pp |
| Annual return | 28.55% | 15.93%+12.6pp | 24.73%+3.8pp | 31.24%-2.7pp |
| Employer contribution / active EE | $4,660 | $2,159+115.8% | $2,463+89.2% | $2,726+71.0% |
| Participant deferral / active EE | $9,103 | $3,679+147.4% | $3,883+134.4% | $4,647+95.9% |
| Admin fee / account holder | -$64 | $583-111.0% | $5,768-101.1% | $430-114.9% |