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 | $152,057 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $33,773 |
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 | $90,404 | $115,744-21.9% | $100,391-9.9% | $199,593-54.7% |
| Participation rate | 96.4% | 85.7%+10.7pp | 81.5%+14.9pp | 72.0%+24.4pp |
| Annual return | 20.21% | 17.79%+2.4pp | 49.20%-29.0pp | 34.25%-14.0pp |
| Employer contribution / active EE | $4,309 | $3,657+17.8% | $3,942+9.3% | $3,034+42.0% |
| Participant deferral / active EE | $9,165 | $9,844-6.9% | $8,082+13.4% | $5,087+80.2% |
| Admin fee / account holder | $96 | $93+3.2% | $7,899-98.8% | $269-64.3% |