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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,284 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 16 · EIN 47-1411118 | Consulting | $50,000 |
MAYNARD COOPER GALE3 years Filed as: MAYNARD, COOPER & GALE Service code 16 · EIN 63-0864426 | Consulting | $35,712 |
MCWHORTER HARVEY, PLLC1 year Service code 16 · EIN 20-5857627 | Consulting | $19,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$175,673 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,160 | $50,127+219.5% | $149,673+7.0% | $80,160+99.8% |
| Participation rate | 82.7% | 64.3%+18.4pp | 78.8%+3.9pp | 72.9%+9.8pp |
| Annual return | 19.70% | 29.82%-10.1pp | 134.42%-114.7pp | 40.38%-20.7pp |
| Employer contribution / active EE | $3,418 | $1,865+83.3% | $4,818-29.0% | $2,978+14.8% |
| Participant deferral / active EE | $5,801 | $3,194+81.6% | $5,680+2.1% | $5,017+15.6% |
| Admin fee / account holder | $15 | $153-90.3% | $13,210-99.9% | $145-89.8% |