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 | $161,555 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $52,789 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $67,723 | $45,000+50.5% | $143,757-52.9% | $77,904-13.1% |
| Participation rate | 86.5% | 66.8%+19.7pp | 80.3%+6.2pp | 73.7%+12.8pp |
| Annual return | -17.60% | 29.03%-46.6pp | -0.04%-17.6pp | 12.21%-29.8pp |
| Employer contribution / active EE | $736 | $1,870-60.7% | $4,951-85.1% | $2,848-74.2% |
| Participant deferral / active EE | $7,180 | $3,157+127.5% | $5,637+27.4% | $4,806+49.4% |
| Admin fee / account holder | $45 | $98-54.1% | $14,673-99.7% | $133-65.9% |