Filed September 19, 2023
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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,545 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,749 | $121,341+99.2% | $189,513+27.6% | $79,386+204.5% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.8%+8.5pp | 70.7%+25.6pp |
| Annual return | 17.93% | 21.08%-3.2pp | 555.15%-537.2pp | 116.85%-98.9pp |
| Employer contribution / active EE | $10,091 | $3,915+157.8% | $6,162+63.8% | $2,427+315.7% |
| Participant deferral / active EE | $10,848 | $6,395+69.6% | $8,221+31.9% | $4,046+168.1% |
| Admin fee / account holder | -$168 | $651-125.8% | $12,045-101.4% | $626-126.8% |