Filed April 23, 2021 (most recent of 6 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,735 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 16 · EIN 35-2552359 | Consulting | $7,500 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Service code 60 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,849 | $56,095+4.9% | $178,490-67.0% | $90,288-34.8% |
| Participation rate | 41.7% | 65.6%-23.9pp | 81.9%-40.2pp | 73.4%-31.7pp |
| Annual return | 19.00% | 28.81%-9.8pp | 151.07%-132.1pp | 53.97%-35.0pp |
| Employer contribution / active EE | $331 | $1,572-78.9% | $5,011-93.4% | $2,524-86.9% |
| Participant deferral / active EE | $1,261 | $2,669-52.7% | $5,202-75.8% | $4,232-70.2% |
| Admin fee / account holder | $0 | $101-100.0% | $13,984-100.0% | $114-100.0% |