Filed November 19, 2024 (most recent of 3 filings on file)
Total covered: 304 employees
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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $761,224 |
FID INV INST OPS CO10+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $675,845 |
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 | $70,372 | $73,283-4.0% | $155,509-54.7% | $106,382-33.9% |
| Participation rate | 94.8% | 73.3%+21.5pp | 78.2%+16.6pp | 69.9%+24.9pp |
| Annual return | 14.24% | 15.77%-1.5pp | 64.67%-50.4pp | 17.37%-3.1pp |
| Employer contribution / active EE | $2,392 | $2,247+6.4% | $4,672-48.8% | $3,364-28.9% |
| Participant deferral / active EE | $5,535 | $4,580+20.9% | $5,626-1.6% | $5,569-0.6% |
| Admin fee / account holder | $69 | $56+22.7% | $15,912-99.6% | $79-13.1% |