Filed December 12, 2022 (most recent of 5 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $38,430 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $12,824 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,683 |
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 | $53,335 | $80,005-33.3% | $140,016-61.9% | $55,725-4.3% |
| Participation rate | 99.6% | 87.0%+12.6pp | 87.5%+12.1pp | 70.9%+28.8pp |
| Annual return | -4.06% | 0.46%-4.5pp | 651.12%-655.2pp | 244.93%-249.0pp |
| Employer contribution / active EE | $4,171 | $3,403+22.6% | $5,606-25.6% | $2,078+100.7% |
| Participant deferral / active EE | $3,223 | $5,264-38.8% | $6,927-53.5% | $3,356-4.0% |
| Admin fee / account holder | $171 | $116+48.2% | $10,705-98.4% | $115+48.8% |