Filed January 24, 2025
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) | $298,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $70,218 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INV LLC Service code 16 · EIN 32-0070947 | Consulting | $66,038 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $65,000 |
SC&H ATTEST SERVICES, P.C.7 years Service code 10 · EIN 52-1743645 | Accounting | $52,750 |
OCTOBER THREE CONSULTING LLC4 years Service code 16 · EIN 27-1175487 | Consulting | $25,917 |
MAHONEY SABOL1 year Filed as: MAHONEY AND ASSOC Service code 16 · EIN 04-2584123 | Consulting | $8,880 |
Filed as: FLAHARTY ASSET MAN Service code 16 · EIN 46-3118454 | Consulting | $8,278 |
CHAS P SMITH & ASSOCIATES PA CPAS10+ years Filed as: CHAS P. SMITH ASSOC Service code 16 · EIN 59-2030217 | Consulting | $5,067 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $411,201 | $122,186+236.5% | $146,958+179.8% | $199,593+106.0% |
| Participation rate | 88.6% | 78.3%+10.3pp | 82.2%+6.4pp | 72.0%+16.6pp |
| Annual return | 15.41% | 30.56%-15.2pp | 418.34%-402.9pp | 34.25%-18.8pp |
| Employer contribution / active EE | $11,255 | $4,093+175.0% | $4,933+128.2% | $3,034+270.9% |
| Participant deferral / active EE | $14,197 | $8,502+67.0% | $8,070+75.9% | $5,087+179.1% |
| Admin fee / account holder | $162 | $179-9.3% | $12,998-98.8% | $269-39.7% |