Filed April 19, 2023 (most recent of 4 filings on file)
Total covered: 230 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 | $29,077 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,276 |
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 | $95,004 | $47,456+100.2% | $172,739-45.0% | $77,787+22.1% |
| Participation rate | 81.6% | 66.3%+15.3pp | 82.6%-1.0pp | 73.2%+8.4pp |
| Annual return | 120.58% | 35.57%+85.0pp | 802.84%-682.3pp | 32.57%+88.0pp |
| Employer contribution / active EE | $564 | $1,574-64.2% | $5,143-89.0% | $2,504-77.5% |
| Participant deferral / active EE | $5,199 | $2,560+103.1% | $5,1980% | $3,967+31.0% |
| Admin fee / account holder | $35 | $81-56.8% | $13,954-99.7% | $100-65.1% |