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 | $63,179 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,892 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $11,470 |
Service code 27 · EIN 43-1451524 11101 SWITZER RD · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,955 | $121,341-27.5% | $189,513-53.6% | $79,386+10.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 14.52% | 21.08%-6.6pp | 555.15%-540.6pp | 116.85%-102.3pp |
| Employer contribution / active EE | $4,515 | $3,915+15.3% | $6,162-26.7% | $2,427+86.0% |
| Participant deferral / active EE | $4,196 | $6,395-34.4% | $8,221-49.0% | $4,046+3.7% |
| Admin fee / account holder | $298 | $651-54.2% | $12,045-97.5% | $626-52.4% |