Filed March 29, 2023
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,031 |
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 | $94,261 | $57,096+65.1% | $94,2240% | $55,191+70.8% |
| Participation rate | 76.9% | 75.7%+1.3pp | 78.8%-1.8pp | 69.2%+7.8pp |
| Annual return | 1.30% | 159.65%-158.4pp | 10.68%-9.4pp | 10.78%-9.5pp |
| Employer contribution / active EE | $3,440 | $1,708+101.4% | $3,587-4.1% | $1,899+81.1% |
| Participant deferral / active EE | $3,090 | $3,165-2.4% | $4,320-28.5% | $3,046+1.4% |
| Admin fee / account holder | $43 | $89-51.9% | $6,269-99.3% | $91-52.7% |