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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,178 |
MPC CAPITAL ADVISORS LLC1 year Filed as: MPC CAPITAL ADVISORS, LLC Service code 16 · EIN 27-2136582 | Consulting | $63,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,189 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $322,984 | $101,523+218.1% | $141,162+128.8% | $77,787+315.2% |
| Participation rate | 93.9% | 77.4%+16.5pp | 82.5%+11.4pp | 73.2%+20.7pp |
| Annual return | 24.55% | 56.22%-31.7pp | 71.39%-46.8pp | 32.57%-8.0pp |
| Employer contribution / active EE | $6,320 | $3,341+89.2% | $4,735+33.5% | $2,504+152.4% |
| Participant deferral / active EE | $11,334 | $6,434+76.2% | $6,709+68.9% | $3,967+185.7% |
| Admin fee / account holder | $38 | $92-58.2% | $10,261-99.6% | $100-61.8% |