Filed January 13, 2025
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 60 · EIN 04-2647786 | Sub-TA Fees | $106,339 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $69,444 |
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 | $158,188 | $25,165+528.6% | $73,545+115.1% | $77,958+102.9% |
| Participation rate | 81.1% | 36.6%+44.5pp | 54.9%+26.2pp | 71.6%+9.5pp |
| Annual return | 20.34% | 18.12%+2.2pp | -15.16%+35.5pp | 20.87%-0.5pp |
| Employer contribution / active EE | $4,560 | $395+1053.2% | $1,219+274.1% | $2,310+97.4% |
| Participant deferral / active EE | $7,354 | $898+719.1% | $1,806+307.2% | $3,537+107.9% |
| Admin fee / account holder | $80 | $76+5.9% | $2,320-96.5% | $97-17.6% |