Filed November 12, 2021 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,458 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,174 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,890 | $72,254+131.0% | $86,677+92.5% | $64,808+157.5% |
| Participation rate | 97.3% | 80.4%+16.9pp | 76.6%+20.8pp | 71.5%+25.9pp |
| Annual return | -9.89% | 392.42%-402.3pp | 35.91%-45.8pp | 32.82%-42.7pp |
| Employer contribution / active EE | $6,352 | $2,393+165.4% | $2,836+123.9% | $2,506+153.5% |
| Participant deferral / active EE | $11,167 | $4,658+139.8% | $4,656+139.9% | $4,310+159.1% |
| Admin fee / account holder | -$14 | $174-107.8% | $7,493-100.2% | $188-107.2% |