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 | $30,899 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $14,901 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,747 | $49,451+49.1% | $79,550-7.3% | $66,914+10.2% |
| Participation rate | 94.2% | 61.3%+32.9pp | 69.5%+24.7pp | 69.8%+24.4pp |
| Annual return | -22.08% | 84.25%-106.3pp | 0.16%-22.2pp | 1.58%-23.7pp |
| Employer contribution / active EE | $413 | $1,266-67.4% | $2,413-82.9% | $2,544-83.8% |
| Participant deferral / active EE | $6,537 | $3,159+107.0% | $3,985+64.0% | $4,237+54.3% |
| Admin fee / account holder | $327 | $595-45.0% | $6,832-95.2% | $593-44.8% |