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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $132,213 |
FID INV INST OPS CO5+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $35,079 |
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 | $21,495 | $58,202-63.1% | $172,739-87.6% | $89,569-76.0% |
| Participation rate | 72.2% | 72.8%-0.7pp | 82.6%-10.5pp | 69.6%+2.6pp |
| Annual return | 20.90% | 61.59%-40.7pp | 802.84%-781.9pp | 34.56%-13.7pp |
| Employer contribution / active EE | $1,545 | $1,759-12.2% | $5,143-70.0% | $2,584-40.2% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,220-100.0% |
| Admin fee / account holder | $14 | $53-73.9% | $13,954-99.9% | $72-80.9% |