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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $104,417 |
Service code 29 · EIN 92-2729620 | Legal | $99,840 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $22,865 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$250,637 |
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 | $138,843 | $53,136+161.3% | $155,509-10.7% | $199,593-30.4% |
| Participation rate | 72.6% | 64.1%+8.6pp | 78.2%-5.5pp | 72.0%+0.7pp |
| Annual return | 18.44% | 41.15%-22.7pp | 64.67%-46.2pp | 34.25%-15.8pp |
| Employer contribution / active EE | $1,573 | $1,851-15.0% | $4,672-66.3% | $3,034-48.1% |
| Participant deferral / active EE | $6,728 | $3,161+112.8% | $5,626+19.6% | $5,087+32.3% |
| Admin fee / account holder | -$6 | $185-103.1% | $15,912-100.0% | $269-102.1% |