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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,520 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $23,625 |
Filed as: BUKATY COMPANIES FINANCIAL SERVICE Service code 16 · EIN 43-1451524 | Consulting | $13,444 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,423 |
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 | $118,776 | $85,135+39.5% | $98,907+20.1% | $73,409+61.8% |
| Participation rate | 97.2% | 81.1%+16.0pp | 76.0%+21.1pp | 72.2%+25.0pp |
| Annual return | 60.52% | 19.14%+41.4pp | 196.43%-135.9pp | 59.29%+1.2pp |
| Employer contribution / active EE | $4,080 | $2,721+49.9% | $2,689+51.7% | $2,234+82.6% |
| Participant deferral / active EE | $4,315 | $4,349-0.8% | $4,244+1.7% | $3,805+13.4% |
| Admin fee / account holder | $54 | $139-61.1% | $6,642-99.2% | $158-65.7% |