Filed November 12, 2021 (most recent of 2 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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,904 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,656 |
Form 5500 reported that benefits due were not provided when due.
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 | $166,202 | $69,305+139.8% | $82,313+101.9% | $69,631+138.7% |
| Participation rate | 99.7% | 80.3%+19.4pp | 76.9%+22.8pp | 70.7%+29.0pp |
| Annual return | 16.45% | 21.47%-5.0pp | 25.88%-9.4pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $7,015 | $1,887+271.8% | $2,428+188.9% | $2,032+245.2% |
| Participant deferral / active EE | $9,241 | $3,568+159.0% | $3,706+149.4% | $3,224+186.7% |
| Admin fee / account holder | -$8 | $97-107.9% | $5,608-100.1% | $110-106.9% |