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 | $78,130 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,205 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,325 | $95,918-24.6% | $151,611-52.3% | $77,904-7.2% |
| Participation rate | 97.7% | 88.7%+9.0pp | 87.5%+10.2pp | 73.7%+24.0pp |
| Annual return | -14.57% | -5.50%-9.1pp | 3.33%-17.9pp | 12.21%-26.8pp |
| Employer contribution / active EE | $2,287 | $4,330-47.2% | $6,166-62.9% | $2,848-19.7% |
| Participant deferral / active EE | $7,455 | $7,508-0.7% | $8,363-10.9% | $4,806+55.1% |
| Admin fee / account holder | $40 | $93-57.1% | $11,616-99.7% | $133-69.8% |