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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,208 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$251,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,896 | $67,512+93.9% | $185,823-29.6% | $93,030+40.7% |
| Participation rate | 74.6% | 67.1%+7.5pp | 81.7%-7.1pp | 73.9%+0.7pp |
| Annual return | 17.83% | 21.04%-3.2pp | 122.05%-104.2pp | 158.70%-140.9pp |
| Employer contribution / active EE | $1,437 | $1,783-19.4% | $5,167-72.2% | $2,706-46.9% |
| Participant deferral / active EE | $5,683 | $3,035+87.2% | $5,568+2.1% | $4,562+24.6% |
| Admin fee / account holder | -$44 | $318-113.8% | $16,237-100.3% | $152-128.9% |