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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132,640 |
FID INV INST OPS CO4+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $53,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,544 | $46,969-60.5% | $154,107-88.0% | $73,367-74.7% |
| Participation rate | 69.9% | 72.4%-2.5pp | 83.0%-13.1pp | 69.5%+0.5pp |
| Annual return | -4.99% | 821.68%-826.7pp | 735.12%-740.1pp | 173.45%-178.4pp |
| Employer contribution / active EE | $1,501 | $1,723-12.9% | $5,298-71.7% | $2,499-39.9% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $5,081-100.0% | $4,033-100.0% |
| Admin fee / account holder | $16 | $47-65.2% | $13,411-99.9% | $68-76.3% |