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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | $286 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,896 | $50,199+200.6% | $70,092+115.3% | $66,914+125.5% |
| Participation rate | 96.6% | 66.3%+30.2pp | 70.5%+26.1pp | 69.8%+26.7pp |
| Annual return | -22.45% | -13.85%-8.6pp | 190.73%-213.2pp | 1.58%-24.0pp |
| Employer contribution / active EE | $4,299 | $1,864+130.6% | $2,559+68.0% | $2,544+69.0% |
| Participant deferral / active EE | $6,049 | $3,112+94.4% | $3,849+57.2% | $4,237+42.8% |
| Admin fee / account holder | $73 | $600-87.8% | $6,267-98.8% | $593-87.7% |