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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,488 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$330,883 |
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 | $68,621 | $53,565+28.1% | $172,739-60.3% | $82,204-16.5% |
| Participation rate | 98.7% | 69.6%+29.0pp | 82.6%+16.1pp | 73.4%+25.3pp |
| Annual return | 25.04% | 31.42%-6.4pp | 802.84%-777.8pp | 26.31%-1.3pp |
| Employer contribution / active EE | $3,964 | $1,857+113.5% | $5,143-22.9% | $2,707+46.4% |
| Participant deferral / active EE | $4,762 | $3,006+58.4% | $5,198-8.4% | $4,246+12.1% |
| Admin fee / account holder | $24 | $61-60.5% | $13,954-99.8% | $76-67.9% |