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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $84,644 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$974,720 |
Form 5500 reported that benefits due were not provided when due.
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 | $85,997 | $69,238+24.2% | $185,823-53.7% | $101,517-15.3% |
| Participation rate | 98.8% | 73.5%+25.3pp | 81.7%+17.1pp | 74.6%+24.2pp |
| Annual return | 16.57% | 21.26%-4.7pp | 122.05%-105.5pp | 21.00%-4.4pp |
| Employer contribution / active EE | $3,953 | $2,104+87.8% | $5,167-23.5% | $2,973+32.9% |
| Participant deferral / active EE | $5,493 | $3,764+45.9% | $5,568-1.4% | $4,873+12.7% |
| Admin fee / account holder | $56 | $66-16.1% | $16,237-99.7% | $139-60.1% |