Filed January 30, 2024 (most recent of 4 filings on file)
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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $947,748 |
Service code 37 · EIN 04-2647786 | Loan Processing | $477,596 |
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $93,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,721 | $49,270+63.8% | $156,549-48.4% | $329,111-75.5% |
| Participation rate | 73.8% | 68.1%+5.7pp | 84.0%-10.2pp | 67.9%+5.9pp |
| Annual return | 9.30% | 23.25%-13.9pp | 32.23%-22.9pp | 16.35%-7.0pp |
| Employer contribution / active EE | $2,785 | $1,534+81.5% | $5,501-49.4% | $2,303+20.9% |
| Participant deferral / active EE | $4,296 | $2,920+47.1% | $4,871-11.8% | $3,682+16.7% |
| Admin fee / account holder | $80 | $51+57.3% | $13,027-99.4% | $754-89.4% |