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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,156 |
FID INV INST OPS CO6+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $20,219 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 16 · EIN 22-2232264 | Consulting | $10,200 |
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 | $24,356 | $66,513-63.4% | $178,490-86.4% | $106,222-77.1% |
| Participation rate | 74.0% | 73.8%+0.2pp | 81.9%-8.0pp | 70.8%+3.1pp |
| Annual return | 17.36% | 21.81%-4.5pp | 151.07%-133.7pp | 21.69%-4.3pp |
| Employer contribution / active EE | $1,580 | $1,776-11.0% | $5,011-68.5% | $2,723-42.0% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $5,202-100.0% | $4,600-100.0% |
| Admin fee / account holder | $14 | $53-74.5% | $13,984-99.9% | $78-82.6% |