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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $89,805 |
Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $62,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $37,022 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $19,800 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,718 | $159,391-33.7% | $102,423+3.2% | $99,062+6.7% |
| Participation rate | 70.2% | 88.6%-18.3pp | 76.5%-6.3pp | 71.6%-1.4pp |
| Annual return | 11.81% | 19.03%-7.2pp | 29.32%-17.5pp | 17.66%-5.9pp |
| Employer contribution / active EE | $1,296 | $4,207-69.2% | $3,023-57.1% | $3,262-60.3% |
| Participant deferral / active EE | $2,636 | $7,498-64.8% | $5,053-47.8% | $5,331-50.6% |
| Admin fee / account holder | $37 | $159-76.6% | $9,451-99.6% | $109-65.9% |