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 | $119,033 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $43,324 |
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 | $102,571 | $43,717+134.6% | $81,478+25.9% | $77,958+31.6% |
| Participation rate | 95.6% | 42.5%+53.1pp | 68.0%+27.7pp | 71.6%+24.0pp |
| Annual return | 21.57% | 23.83%-2.3pp | 38.78%-17.2pp | 20.87%+0.7pp |
| Employer contribution / active EE | $6,854 | $919+646.1% | $2,568+166.9% | $2,310+196.7% |
| Participant deferral / active EE | $9,440 | $1,783+429.4% | $3,537+166.9% | $3,537+166.9% |
| Admin fee / account holder | $141 | $108+30.6% | $4,561-96.9% | $97+44.7% |