Filed June 10, 2022 (most recent of 3 filings on file)
Total covered: 205 employees
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 3-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) | $44,851 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$247,697 |
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 | $119,189 | $56,095+112.5% | $178,490-33.2% | $90,288+32.0% |
| Participation rate | 70.5% | 65.6%+5.0pp | 81.9%-11.4pp | 73.4%-2.8pp |
| Annual return | 22.75% | 28.81%-6.1pp | 151.07%-128.3pp | 53.97%-31.2pp |
| Employer contribution / active EE | $1,050 | $1,572-33.2% | $5,011-79.0% | $2,524-58.4% |
| Participant deferral / active EE | $4,922 | $2,669+84.4% | $5,202-5.4% | $4,232+16.3% |
| Admin fee / account holder | -$49 | $101-148.8% | $13,984-100.4% | $114-143.1% |