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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $52,421 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS,INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,817 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $75,484 | $78,419-3.7% | $133,956-43.6% | $73,409+2.8% |
| Participation rate | 97.8% | 78.6%+19.2pp | 79.8%+18.0pp | 72.2%+25.6pp |
| Annual return | 9.40% | 33.35%-24.0pp | 45.09%-35.7pp | 59.29%-49.9pp |
| Employer contribution / active EE | $3,084 | $2,044+50.9% | $3,919-21.3% | $2,234+38.1% |
| Participant deferral / active EE | $3,481 | $3,925-11.3% | $5,048-31.0% | $3,805-8.5% |
| Admin fee / account holder | $123 | $161-23.8% | $8,927-98.6% | $158-22.2% |