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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,021 |
Service code 16 · EIN 13-4284240 | Consulting | $36,750 |
TMH2 years Service code 10 · EIN 20-5857627 | Accounting | $22,000 |
Filed as: IFP ADVISORS LLC Service code 16 · EIN 59-3331424 | Consulting | $12,250 |
MAYNARD COOPER GALE1 year Service code 16 · EIN 63-0864426 | Consulting | $12,044 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$96,985 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,979 | $47,456+203.4% | $172,739-16.6% | $77,787+85.1% |
| Participation rate | 86.3% | 66.3%+20.0pp | 82.6%+3.6pp | 73.2%+13.1pp |
| Annual return | 22.65% | 35.57%-12.9pp | 802.84%-780.2pp | 32.57%-9.9pp |
| Employer contribution / active EE | $3,055 | $1,574+94.1% | $5,143-40.6% | $2,504+22.0% |
| Participant deferral / active EE | $4,536 | $2,560+77.2% | $5,198-12.7% | $3,967+14.3% |
| Admin fee / account holder | $44 | $81-45.9% | $13,954-99.7% | $100-56.3% |