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 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,843 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$276,179 |
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 | $95,423 | $45,382+110.3% | $154,107-38.1% | $75,289+26.7% |
| Participation rate | 71.7% | 65.9%+5.8pp | 83.0%-11.4pp | 72.4%-0.8pp |
| Annual return | -4.92% | -0.47%-4.5pp | 735.12%-740.0pp | -0.04%-4.9pp |
| Employer contribution / active EE | $1,172 | $1,533-23.6% | $5,298-77.9% | $2,405-51.3% |
| Participant deferral / active EE | $4,524 | $2,384+89.8% | $5,081-11.0% | $3,739+21.0% |
| Admin fee / account holder | -$73 | $89-181.5% | $13,411-100.5% | $102-171.1% |