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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,833 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,412 |
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 | $197,470 | $79,519+148.3% | $95,952+105.8% | $73,409+169.0% |
| Participation rate | 99.1% | 81.2%+18.0pp | 77.1%+22.1pp | 72.2%+27.0pp |
| Annual return | 18.41% | 19.20%-0.8pp | 91.61%-73.2pp | 59.29%-40.9pp |
| Employer contribution / active EE | $4,188 | $2,048+104.5% | $2,541+64.8% | $2,234+87.5% |
| Participant deferral / active EE | $11,125 | $4,138+168.8% | $4,167+167.0% | $3,805+192.3% |
| Admin fee / account holder | $26 | $184-86.1% | $6,795-99.6% | $158-83.8% |