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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,863 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$249,977 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $101,231 | $45,000+125.0% | $143,757-29.6% | $77,904+29.9% |
| Participation rate | 84.2% | 66.8%+17.4pp | 80.3%+3.9pp | 73.7%+10.5pp |
| Annual return | -18.70% | 29.03%-47.7pp | -0.04%-18.7pp | 12.21%-30.9pp |
| Employer contribution / active EE | $1,667 | $1,870-10.8% | $4,951-66.3% | $2,848-41.5% |
| Participant deferral / active EE | $6,944 | $3,157+120.0% | $5,637+23.2% | $4,806+44.5% |
| Admin fee / account holder | -$40 | $98-140.2% | $14,673-100.3% | $133-129.8% |