Filed October 25, 2019 (most recent of 3 filings on file)
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 |
|---|---|---|
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $61,368 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,934 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,884 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,904 | $75,388-25.8% | $123,544-54.8% | $55,725+0.3% |
| Participation rate | 99.8% | 75.7%+24.2pp | 82.3%+17.5pp | 70.9%+29.0pp |
| Annual return | -6.23% | 4.48%-10.7pp | 119.20%-125.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $5,222 | $3,063+70.5% | $4,628+12.8% | $2,078+151.3% |
| Participant deferral / active EE | $5,319 | $5,651-5.9% | $6,426-17.2% | $3,356+58.5% |
| Admin fee / account holder | $138 | $120+15.4% | $9,284-98.5% | $115+20.0% |