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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $118,330 |
MAYNARD COOPER GALE2 years Filed as: MAYNARD, COOPER & GALE Service code 16 · EIN 63-0864426 | Consulting | $38,255 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: SHERIDAN ROAD ADVISORS, LLC Service code 16 · EIN 13-4284240 | Consulting | $37,750 |
TMH3 years Filed as: TMH, PLLC Service code 16 · EIN 20-5857627 | Consulting | $19,000 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $12,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$158,797 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,825 | $45,000+206.3% | $143,757-4.1% | $77,904+76.9% |
| Participation rate | 84.5% | 66.8%+17.7pp | 80.3%+4.2pp | 73.7%+10.9pp |
| Annual return | -18.37% | 29.03%-47.4pp | -0.04%-18.3pp | 12.21%-30.6pp |
| Employer contribution / active EE | $3,459 | $1,870+85.0% | $4,951-30.1% | $2,848+21.5% |
| Participant deferral / active EE | $5,173 | $3,157+63.9% | $5,637-8.2% | $4,806+7.6% |
| Admin fee / account holder | $30 | $98-69.6% | $14,673-99.8% | $133-77.4% |