Filed October 1, 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 9-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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,112 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,629 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 | Accounting | $16,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,842 | $122,186-41.2% | $146,958-51.1% | $199,593-64.0% |
| Participation rate | 98.4% | 78.3%+20.1pp | 82.2%+16.3pp | 72.0%+26.5pp |
| Annual return | 28.59% | 30.56%-2.0pp | 418.34%-389.7pp | 34.25%-5.7pp |
| Employer contribution / active EE | $5,102 | $4,093+24.7% | $4,933+3.4% | $3,034+68.2% |
| Participant deferral / active EE | $14,238 | $8,502+67.5% | $8,070+76.4% | $5,087+179.9% |
| Admin fee / account holder | $26 | $179-85.5% | $12,998-99.8% | $269-90.4% |