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) | $424,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $188,472 |
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 | $107,040 | $96,188+11.3% | $76,002+40.8% | $99,061+8.1% |
| Participation rate | 99.3% | 72.7%+26.6pp | 69.1%+30.3pp | 71.6%+27.7pp |
| Annual return | 16.14% | 16.48%-0.3pp | 360.07%-343.9pp | 17.66%-1.5pp |
| Employer contribution / active EE | $3,547 | $3,167+12.0% | $2,688+32.0% | $3,261+8.8% |
| Participant deferral / active EE | $6,308 | $4,842+30.3% | $4,257+48.2% | $5,331+18.3% |
| Admin fee / account holder | $71 | $87-19.1% | $6,414-98.9% | $109-35.2% |