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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,929 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,025 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,084 | $71,142+50.5% | $119,609-10.5% | $64,808+65.2% |
| Participation rate | 97.2% | 78.6%+18.6pp | 79.3%+18.0pp | 71.5%+25.8pp |
| Annual return | -18.20% | -10.01%-8.2pp | -14.97%-3.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $10,869 | $2,497+335.2% | $4,232+156.8% | $2,506+333.8% |
| Participant deferral / active EE | $6,412 | $4,490+42.8% | $5,602+14.5% | $4,310+48.8% |
| Admin fee / account holder | $85 | $162-47.6% | $10,323-99.2% | $188-54.8% |