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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,863 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,021 |
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 | $192,123 | $53,136+261.6% | $155,509+23.5% | $199,593-3.7% |
| Participation rate | 75.9% | 64.1%+11.8pp | 78.2%-2.3pp | 72.0%+3.9pp |
| Annual return | 14.08% | 41.15%-27.1pp | 64.67%-50.6pp | 34.25%-20.2pp |
| Employer contribution / active EE | $5,084 | $1,851+174.7% | $4,672+8.8% | $3,034+67.6% |
| Participant deferral / active EE | $15,683 | $3,161+396.2% | $5,626+178.8% | $5,087+208.3% |
| Admin fee / account holder | $126 | $185-32.2% | $15,912-99.2% | $269-53.2% |