Filed April 22, 2022
Total covered: 2 employees
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,732 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $8,741 |
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,029 |
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 | $66,005 | $49,138+34.3% | $84,015-21.4% | $65,185+1.3% |
| Participation rate | 92.5% | 60.7%+31.8pp | 69.0%+23.5pp | 70.2%+22.3pp |
| Annual return | 23.63% | 23.00%+0.6pp | 71.31%-47.7pp | 29.38%-5.8pp |
| Employer contribution / active EE | $252 | $914-72.4% | $1,983-87.3% | $2,177-88.4% |
| Participant deferral / active EE | $3,602 | $2,397+50.3% | $3,239+11.2% | $3,514+2.5% |
| Admin fee / account holder | $188 | $543-65.5% | $6,101-96.9% | $847-77.9% |