Filed January 10, 2022 (most recent of 4 filings on file)
Total covered: 5 employees
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $121,756 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $50,000 |
MAYNARD COOPER GALE1 year Filed as: MAYNARD NEXSEN Service code 29 · EIN 63-0864426 | Legal | $29,007 |
Filed as: TOPP MCWHORTER HARVEY Service code 10 · EIN 20-5857627 | Accounting | $19,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$153,586 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,930 | $53,136+225.4% | $155,509+11.2% | $199,593-13.4% |
| Participation rate | 74.7% | 64.1%+10.6pp | 78.2%-3.5pp | 72.0%+2.7pp |
| Annual return | 15.54% | 41.15%-25.6pp | 64.67%-49.1pp | 34.25%-18.7pp |
| Employer contribution / active EE | $3,378 | $1,851+82.5% | $4,672-27.7% | $3,034+11.3% |
| Participant deferral / active EE | $5,506 | $3,161+74.2% | $5,626-2.1% | $5,087+8.2% |
| Admin fee / account holder | $28 | $185-85.0% | $15,912-99.8% | $269-89.6% |