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 | $99,627 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,513 |
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 | $75,554 | $103,918-27.3% | $94,646-20.2% | $80,160-5.7% |
| Participation rate | 97.2% | 85.8%+11.4pp | 80.8%+16.4pp | 72.9%+24.3pp |
| Annual return | 24.83% | 27.77%-2.9pp | 156.71%-131.9pp | 40.38%-15.6pp |
| Employer contribution / active EE | $4,185 | $3,539+18.3% | $3,672+14.0% | $2,978+40.6% |
| Participant deferral / active EE | $8,772 | $9,528-7.9% | $7,418+18.3% | $5,017+74.8% |
| Admin fee / account holder | $67 | $96-30.9% | $7,231-99.1% | $145-54.0% |