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 | $42,941 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,408 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,360 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,734 | $88,515-34.8% | $162,163-64.4% | $67,579-14.6% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 20.10% | 27.04%-6.9pp | 115.59%-95.5pp | 378.56%-358.5pp |
| Employer contribution / active EE | $4,509 | $3,563+26.6% | $5,614-19.7% | $2,148+110.0% |
| Participant deferral / active EE | $3,295 | $5,724-42.4% | $7,298-54.9% | $3,539-6.9% |
| Admin fee / account holder | $174 | $124+40.8% | $10,843-98.4% | $142+22.4% |