Filed April 28, 2023 (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 | $55,846 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,792 |
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 | $76,557 | $110,699-30.8% | $177,821-56.9% | $90,288-15.2% |
| Participation rate | 98.1% | 88.3%+9.8pp | 87.7%+10.4pp | 73.4%+24.8pp |
| Annual return | 19.56% | 22.79%-3.2pp | 48.32%-28.8pp | 53.97%-34.4pp |
| Employer contribution / active EE | $1,928 | $4,118-53.2% | $5,918-67.4% | $2,524-23.6% |
| Participant deferral / active EE | $6,890 | $6,731+2.4% | $7,714-10.7% | $4,232+62.8% |
| Admin fee / account holder | $27 | $90-70.0% | $12,427-99.8% | $114-76.3% |