Filed June 15, 2022
Total covered: 2 employees
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $17,422 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,584 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,103 | $50,815-7.3% | $155,509-69.7% | $77,643-39.3% |
| Participation rate | 88.6% | 63.1%+25.5pp | 78.2%+10.4pp | 70.6%+18.0pp |
| Annual return | 17.26% | 34.80%-17.5pp | 64.67%-47.4pp | 31.24%-14.0pp |
| Employer contribution / active EE | $3,342 | $1,993+67.7% | $4,672-28.5% | $2,726+22.6% |
| Participant deferral / active EE | $6,734 | $2,822+138.6% | $5,626+19.7% | $4,647+44.9% |
| Admin fee / account holder | $26 | $437-93.9% | $15,912-99.8% | $430-93.9% |