Filed January 17, 2023 (most recent of 5 filings on file)
Total covered: 6 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) | $350,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $90,944 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $136,180 | $96,188+41.6% | $76,002+79.2% | $99,061+37.5% |
| Participation rate | 99.0% | 72.7%+26.3pp | 69.1%+29.9pp | 71.6%+27.4pp |
| Annual return | 14.18% | 16.48%-2.3pp | 360.07%-345.9pp | 17.66%-3.5pp |
| Employer contribution / active EE | $2,983 | $3,167-5.8% | $2,688+11.0% | $3,261-8.5% |
| Participant deferral / active EE | $5,058 | $4,842+4.5% | $4,257+18.8% | $5,331-5.1% |
| Admin fee / account holder | $59 | $87-32.5% | $6,414-99.1% | $109-45.9% |