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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $107,900 |
Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 16 · EIN 13-4284240 | Consulting | $62,250 |
TMH1 year Filed as: TMH, PLLC Service code 16 · EIN 20-5857627 | Consulting | $20,500 |
MAYNARD COOPER GALE2 years Service code 16 · EIN 63-0864426 | Consulting | $15,130 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,437 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,163 | $56,095+182.0% | $178,490-11.4% | $90,288+75.2% |
| Participation rate | 86.5% | 65.6%+20.9pp | 81.9%+4.5pp | 73.4%+13.1pp |
| Annual return | 17.35% | 28.81%-11.5pp | 151.07%-133.7pp | 53.97%-36.6pp |
| Employer contribution / active EE | $3,085 | $1,572+96.2% | $5,011-38.4% | $2,524+22.2% |
| Participant deferral / active EE | $4,584 | $2,669+71.8% | $5,202-11.9% | $4,232+8.3% |
| Admin fee / account holder | $61 | $101-39.8% | $13,984-99.6% | $114-46.9% |