Filed March 24, 2021
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,654 |
Filed as: BUKATY COMPANIES FINANCIAL SERVICE Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,000 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $10,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,808 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,859 | $93,131+38.4% | $106,548+20.9% | $86,799+48.5% |
| Participation rate | 96.8% | 81.4%+15.3pp | 76.1%+20.7pp | 72.3%+24.5pp |
| Annual return | 13.29% | 19.45%-6.2pp | 26.80%-13.5pp | 97.91%-84.6pp |
| Employer contribution / active EE | $4,653 | $2,895+60.7% | $2,819+65.1% | $2,405+93.4% |
| Participant deferral / active EE | $6,916 | $4,708+46.9% | $4,398+57.3% | $4,131+67.4% |
| Admin fee / account holder | $45 | $145-69.3% | $7,407-99.4% | $170-73.7% |