Filed December 1, 2022 (most recent of 5 filings on file)
Total covered: 36 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 37 · EIN 04-2647786 | Loan Processing | $121,113 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,277 |
SOLTIS INVESTMENT ADVISORS3 years Filed as: SOLTIS INVESTMENT ADVISORS INC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $34,921 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,284 | $81,725-74.0% | $81,983-74.0% | $93,223-77.2% |
| Participation rate | 42.7% | 71.9%-29.2pp | 69.2%-26.6pp | 74.9%-32.2pp |
| Annual return | 21.02% | 20.25%+0.8pp | 41.31%-20.3pp | 19.29%+1.7pp |
| Employer contribution / active EE | $207 | $2,446-91.5% | $2,498-91.7% | $2,680-92.3% |
| Participant deferral / active EE | $1,662 | $3,747-55.6% | $3,722-55.3% | $4,563-63.6% |
| Admin fee / account holder | $51 | $92-44.9% | $5,664-99.1% | $79-35.9% |