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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,446 |
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 | $146,277 | $65,118+124.6% | $76,768+90.5% | $55,725+162.5% |
| Participation rate | 96.4% | 79.6%+16.8pp | 77.0%+19.4pp | 70.9%+25.5pp |
| Annual return | -4.91% | -1.27%-3.6pp | 2.43%-7.3pp | 244.93%-249.8pp |
| Employer contribution / active EE | $7,055 | $1,941+263.5% | $2,485+183.9% | $2,078+239.5% |
| Participant deferral / active EE | $9,879 | $3,688+167.9% | $3,852+156.5% | $3,356+194.4% |
| Admin fee / account holder | -$24 | $116-121.0% | $6,675-100.4% | $115-121.1% |