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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,425 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,715 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,529 | $73,404+0.2% | $87,100-15.6% | $67,579+8.8% |
| Participation rate | 89.9% | 80.9%+9.1pp | 76.9%+13.1pp | 71.3%+18.7pp |
| Annual return | 26.63% | 48.29%-21.7pp | 28.19%-1.6pp | 378.56%-351.9pp |
| Employer contribution / active EE | $2,092 | $2,014+3.9% | $2,521-17.0% | $2,148-2.6% |
| Participant deferral / active EE | $9,560 | $3,913+144.3% | $4,049+136.1% | $3,539+170.1% |
| Admin fee / account holder | $38 | $142-73.4% | $7,497-99.5% | $142-73.5% |