Filed November 10, 2020 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,430 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,262 |
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 | $85,974 | $30,599+181.0% | $74,583+15.3% | $57,658+49.1% |
| Participation rate | 96.5% | 49.1%+47.3pp | 68.1%+28.3pp | 70.2%+26.2pp |
| Annual return | 11.00% | 14.24%-3.2pp | 20.47%-9.5pp | 5.13%+5.9pp |
| Employer contribution / active EE | $6,343 | $1,000+534.4% | $2,525+151.2% | $1,974+221.4% |
| Participant deferral / active EE | $8,762 | $1,805+385.4% | $3,458+153.4% | $3,061+186.3% |
| Admin fee / account holder | $61 | $98-37.4% | $4,138-98.5% | $95-35.1% |