Filed September 24, 2020 (most recent of 2 filings on file)
Total covered: 10 employees
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $224,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | $43,391 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,688 | $81,357+63.1% | $75,972+74.7% | $199,593-33.5% |
| Participation rate | 87.1% | 69.9%+17.2pp | 69.1%+18.0pp | 72.0%+15.1pp |
| Annual return | 16.05% | 16.32%-0.3pp | 359.55%-343.5pp | 34.25%-18.2pp |
| Employer contribution / active EE | $3,589 | $3,341+7.4% | $2,685+33.7% | $3,034+18.3% |
| Participant deferral / active EE | $4,701 | $4,710-0.2% | $4,255+10.5% | $5,087-7.6% |
| Admin fee / account holder | $56 | $144-61.3% | $6,467-99.1% | $269-79.2% |