Filed April 29, 2020 (most recent of 3 filings on file)
Total covered: 2 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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $32,404 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,647 |
FID INV INST OPS CO2 years Filed as: FID INV INST OPS Service code 37 · EIN 04-2647786 | Loan Processing | $10,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,118 | $50,127+27.9% | $149,673-57.2% | $80,160-20.0% |
| Participation rate | 54.0% | 64.3%-10.3pp | 78.8%-24.8pp | 72.9%-19.0pp |
| Annual return | 19.99% | 29.82%-9.8pp | 134.42%-114.4pp | 40.38%-20.4pp |
| Employer contribution / active EE | $1,042 | $1,865-44.1% | $4,818-78.4% | $2,978-65.0% |
| Participant deferral / active EE | $4,759 | $3,194+49.0% | $5,680-16.2% | $5,017-5.1% |
| Admin fee / account holder | $65 | $153-57.7% | $13,210-99.5% | $145-55.4% |