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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $97,839 |
Service code 29 · EIN 92-2729620 | Legal | $66,827 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $20,647 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$250,618 |
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 | $122,887 | $50,127+145.2% | $149,673-17.9% | $80,160+53.3% |
| Participation rate | 72.9% | 64.3%+8.7pp | 78.8%-5.8pp | 72.9%0pp |
| Annual return | 21.73% | 29.82%-8.1pp | 134.42%-112.7pp | 40.38%-18.7pp |
| Employer contribution / active EE | $592 | $1,865-68.3% | $4,818-87.7% | $2,978-80.1% |
| Participant deferral / active EE | $6,548 | $3,194+105.0% | $5,680+15.3% | $5,017+30.5% |
| Admin fee / account holder | $44 | $153-71.1% | $13,210-99.7% | $145-69.5% |