Filed April 18, 2024 (most recent of 3 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $190,770 |
Service code 27 · EIN 92-1819393 | Advisory (Plan) | $36,000 |
MUN CPAS2 years Filed as: MUN CPAS, LLP Service code 10 · EIN 20-0276349 | Accounting | $31,400 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,139 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,585 | $58,644-3.5% | $177,989-68.2% | $199,593-71.6% |
| Participation rate | 94.9% | 65.5%+29.4pp | 77.1%+17.8pp | 72.0%+22.9pp |
| Annual return | 15.20% | 19.25%-4.0pp | 294.48%-279.3pp | 34.25%-19.1pp |
| Employer contribution / active EE | $2,039 | $1,801+13.2% | $3,949-48.4% | $3,034-32.8% |
| Participant deferral / active EE | $5,306 | $4,248+24.9% | $6,276-15.5% | $5,087+4.3% |
| Admin fee / account holder | $111 | $145-23.8% | $10,363-98.9% | $269-58.8% |