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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $150,606 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$889,183 |
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 | $80,918 | $68,330+18.4% | $149,673-45.9% | $96,393-16.1% |
| Participation rate | 97.3% | 74.6%+22.7pp | 78.8%+18.5pp | 71.3%+26.0pp |
| Annual return | 19.94% | 29.64%-9.7pp | 134.42%-114.5pp | 22.88%-2.9pp |
| Employer contribution / active EE | $5,614 | $2,139+162.4% | $4,818+16.5% | $3,238+73.4% |
| Participant deferral / active EE | $7,050 | $4,422+59.4% | $5,680+24.1% | $5,455+29.2% |
| Admin fee / account holder | $49 | $52-6.2% | $13,210-99.6% | $74-34.0% |