Filed July 16, 2020
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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,913 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,211 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,447 | $69,305-8.5% | $82,313-22.9% | $69,631-8.9% |
| Participation rate | 83.1% | 80.3%+2.8pp | 76.9%+6.2pp | 70.7%+12.4pp |
| Annual return | 24.13% | 21.47%+2.7pp | 25.88%-1.7pp | 27571.02%-27546.9pp |
| Employer contribution / active EE | $1,663 | $1,887-11.9% | $2,428-31.5% | $2,032-18.2% |
| Participant deferral / active EE | $6,633 | $3,568+85.9% | $3,706+79.0% | $3,224+105.7% |
| Admin fee / account holder | $25 | $97-74.2% | $5,608-99.6% | $110-77.3% |