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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,873 |
Filed as: BUKATY COMPANIES FINANCIAL SERVICE Service code 27 · EIN 43-1451524 | Advisory (Plan) | $18,000 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $12,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,897 |
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 | $84,975 | $65,223+30.3% | $80,019+6.2% | $55,725+52.5% |
| Participation rate | 90.9% | 80.6%+10.4pp | 75.8%+15.1pp | 70.9%+20.1pp |
| Annual return | -5.19% | 7.59%-12.8pp | 11.22%-16.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $3,537 | $2,544+39.1% | $2,468+43.3% | $2,078+70.2% |
| Participant deferral / active EE | $4,112 | $3,881+6.0% | $3,686+11.6% | $3,356+22.5% |
| Admin fee / account holder | $93 | $114-18.2% | $6,521-98.6% | $115-18.9% |