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 | $59,773 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,679 |
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 | $74,554 | $56,095+32.9% | $178,490-58.2% | $90,288-17.4% |
| Participation rate | 87.8% | 65.6%+22.3pp | 81.9%+5.9pp | 73.4%+14.5pp |
| Annual return | 16.95% | 28.81%-11.9pp | 151.07%-134.1pp | 53.97%-37.0pp |
| Employer contribution / active EE | $664 | $1,572-57.8% | $5,011-86.8% | $2,524-73.7% |
| Participant deferral / active EE | $6,053 | $2,669+126.8% | $5,202+16.4% | $4,232+43.0% |
| Admin fee / account holder | $35 | $101-65.2% | $13,984-99.7% | $114-69.3% |