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 | $182,073 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,459 |
SOLTIS INVESTMENT ADVISORS3 years Filed as: SOLTIS INVESTMENT ADVISORS LLC Service code 27 · EIN 27-3188744 | Advisory (Plan) | $34,908 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,608 | $85,257-71.1% | $70,515-65.1% | $103,482-76.2% |
| Participation rate | 49.4% | 71.0%-21.5pp | 68.3%-18.9pp | 73.3%-23.8pp |
| Annual return | 21.69% | 25.37%-3.7pp | 32.77%-11.1pp | 33.11%-11.4pp |
| Employer contribution / active EE | $324 | $3,007-89.2% | $2,973-89.1% | $3,208-89.9% |
| Participant deferral / active EE | $2,540 | $4,773-46.8% | $4,567-44.4% | $5,207-51.2% |
| Admin fee / account holder | $65 | $89-26.4% | $6,412-99.0% | $114-42.9% |