Filed March 24, 2021
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 |
|---|---|---|
Filed as: BUKATY COMPANIES FINANCIAL SERVICE Service code 16 · EIN 43-1451524 | Consulting | $34,114 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,755 |
Service code 10 · EIN 48-1028532 | Accounting | $22,300 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,671 |
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 | $92,512 | $75,284+22.9% | $91,001+1.7% | $69,631+32.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 184.00% | 48.40%+135.6pp | 4.60%+179.4pp | 27571.02%-27387.0pp |
| Employer contribution / active EE | $3,992 | $2,473+61.5% | $2,456+62.6% | $2,032+96.5% |
| Participant deferral / active EE | $4,404 | $3,700+19.0% | $3,547+24.1% | $3,224+36.6% |
| Admin fee / account holder | $113 | $111+2.0% | $5,417-97.9% | $110+2.2% |