Filed October 20, 2020 (most recent of 10 filings on file)
Total covered: 85 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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,010 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$249,775 |
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 | $56,988 | $44,007+29.5% | $154,107-63.0% | $68,904-17.3% |
| Participation rate | 98.5% | 70.0%+28.5pp | 83.0%+15.5pp | 74.1%+24.4pp |
| Annual return | -5.72% | 8.15%-13.9pp | 735.12%-740.8pp | 1.07%-6.8pp |
| Employer contribution / active EE | $3,884 | $1,732+124.3% | $5,298-26.7% | $2,540+52.9% |
| Participant deferral / active EE | $4,534 | $2,813+61.2% | $5,081-10.7% | $4,015+12.9% |
| Admin fee / account holder | $11 | $65-82.3% | $13,411-99.9% | $71-83.9% |