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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,065 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,290 |
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 | $84,131 | $112,686-25.3% | $169,993-50.5% | $80,160+5.0% |
| Participation rate | 97.3% | 87.4%+9.9pp | 87.0%+10.3pp | 72.9%+24.4pp |
| Annual return | 22.17% | 67.04%-44.9pp | 53.37%-31.2pp | 40.38%-18.2pp |
| Employer contribution / active EE | $2,506 | $4,481-44.1% | $6,785-63.1% | $2,978-15.8% |
| Participant deferral / active EE | $7,957 | $7,876+1.0% | $10,408-23.5% | $5,017+58.6% |
| Admin fee / account holder | $15 | $99-85.4% | $12,815-99.9% | $145-90.0% |