Filed June 16, 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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,302 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,531 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,885 | $71,666-26.2% | $117,854-55.1% | $69,631-24.0% |
| Participation rate | 84.6% | 77.5%+7.0pp | 79.7%+4.9pp | 70.7%+13.9pp |
| Annual return | 22.68% | 18.86%+3.8pp | 335.08%-312.4pp | 27571.02%-27548.3pp |
| Employer contribution / active EE | $1,067 | $1,889-43.5% | $3,786-71.8% | $2,032-47.5% |
| Participant deferral / active EE | $2,371 | $3,340-29.0% | $4,482-47.1% | $3,224-26.5% |
| Admin fee / account holder | $37 | $120-69.3% | $8,020-99.5% | $110-66.6% |