Filed March 30, 2022 (most recent of 3 filings on file)
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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,001 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,571 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,615 | $168,477-2.3% | $105,387+56.2% | $77,787+111.6% |
| Participation rate | 97.1% | 91.6%+5.5pp | 82.6%+14.5pp | 73.2%+23.9pp |
| Annual return | 23.37% | 25.62%-2.2pp | 26.82%-3.5pp | 32.57%-9.2pp |
| Employer contribution / active EE | $2,409 | $4,957-51.4% | $4,213-42.8% | $2,504-3.8% |
| Participant deferral / active EE | $10,146 | $8,141+24.6% | $5,502+84.4% | $3,967+155.7% |
| Admin fee / account holder | $26 | $103-74.3% | $6,559-99.6% | $100-73.7% |