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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,501 |
Service code 37 · EIN 04-2647786 | Loan Processing | $49,148 |
Form 5500 reported that benefits due were not provided when due.
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 | $166,031 | $153,281+8.3% | $93,789+77.0% | $77,904+113.1% |
| Participation rate | 98.0% | 92.2%+5.8pp | 81.0%+17.0pp | 73.7%+24.3pp |
| Annual return | -14.01% | -5.55%-8.5pp | -11.33%-2.7pp | 12.21%-26.2pp |
| Employer contribution / active EE | $3,555 | $5,690-37.5% | $4,323-17.7% | $2,848+24.9% |
| Participant deferral / active EE | $12,534 | $9,364+33.8% | $6,094+105.7% | $4,806+160.8% |
| Admin fee / account holder | $87 | $114-24.2% | $7,195-98.8% | $133-34.7% |