Filed November 3, 2023 (most recent of 5 filings on file)
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 | $350,142 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $220,059 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $105,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,075 | $73,283-26.2% | $155,509-65.2% | $106,382-49.2% |
| Participation rate | 95.4% | 73.3%+22.1pp | 78.2%+17.2pp | 69.9%+25.5pp |
| Annual return | 15.65% | 15.77%-0.1pp | 64.67%-49.0pp | 17.37%-1.7pp |
| Employer contribution / active EE | $1,349 | $2,247-40.0% | $4,672-71.1% | $3,364-59.9% |
| Participant deferral / active EE | $5,229 | $4,580+14.2% | $5,626-7.1% | $5,569-6.1% |
| Admin fee / account holder | $59 | $56+4.9% | $15,912-99.6% | $79-25.7% |