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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $119,813 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$881,879 |
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 | $68,628 | $52,346+31.1% | $143,757-52.3% | $78,044-12.1% |
| Participation rate | 97.4% | 72.7%+24.7pp | 80.3%+17.1pp | 74.4%+23.0pp |
| Annual return | -16.59% | -14.19%-2.4pp | -0.04%-16.5pp | 10.87%-27.5pp |
| Employer contribution / active EE | $4,616 | $2,131+116.6% | $4,951-6.8% | $3,125+47.7% |
| Participant deferral / active EE | $6,242 | $3,800+64.2% | $5,637+10.7% | $5,084+22.8% |
| Admin fee / account holder | $54 | $63-14.8% | $14,673-99.6% | $79-31.5% |