Filed May 5, 2021 (most recent of 2 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 | $93,472 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,727 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,113 | $87,621-29.1% | $86,436-28.1% | $77,904-20.3% |
| Participation rate | 95.1% | 85.8%+9.3pp | 80.3%+14.8pp | 73.7%+21.5pp |
| Annual return | -17.04% | -13.90%-3.1pp | 4394.89%-4411.9pp | 12.21%-29.2pp |
| Employer contribution / active EE | $3,455 | $3,474-0.5% | $3,769-8.3% | $2,848+21.3% |
| Participant deferral / active EE | $6,976 | $8,645-19.3% | $6,952+0.4% | $4,806+45.2% |
| Admin fee / account holder | $66 | $85-22.3% | $6,731-99.0% | $133-50.3% |