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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $708,767 |
Service code 37 · EIN 04-2647786 | Loan Processing | $350,726 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 · EIN 34-1820650 | Consulting | $7,800 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,270 | $103,482+90.6% | $112,887+74.7% | $103,482+90.6% |
| Participation rate | 98.5% | 73.3%+25.3pp | 80.5%+18.0pp | 73.3%+25.3pp |
| Annual return | 13.16% | 33.11%-19.9pp | 34.10%-20.9pp | 33.11%-19.9pp |
| Employer contribution / active EE | $5,789 | $3,208+80.5% | $4,563+26.9% | $3,208+80.5% |
| Participant deferral / active EE | $14,235 | $5,207+173.4% | $6,513+118.6% | $5,207+173.4% |
| Admin fee / account holder | $234 | $114+104.6% | $7,047-96.7% | $114+104.6% |