Filed October 31, 2024
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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 |
|---|---|---|
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $51,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,529 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,285 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,579 | $122,239+48.5% | $184,203-1.4% | $74,495+143.7% |
| Participation rate | 94.9% | 85.5%+9.4pp | 86.8%+8.0pp | 67.2%+27.7pp |
| Annual return | 15.11% | 19.95%-4.8pp | 28.81%-13.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,652 | $4,537-41.6% | $6,427-58.7% | $2,623+1.1% |
| Participant deferral / active EE | $10,188 | $7,139+42.7% | $9,131+11.6% | $4,346+134.4% |
| Admin fee / account holder | $525 | $1,260-58.3% | $13,901-96.2% | $1,942-73.0% |