Filed April 22, 2024
Total covered: 21 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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $45,151 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,295 |
OGLETREE DEAKINS1 year Filed as: OGLETREE, DEAKINS, NASH, SMOAK, P. Service code 29 · EIN 57-1044820 | Legal | $5,532 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,787 | $98,727+182.4% | $113,168+146.3% | $85,563+225.8% |
| Participation rate | 98.2% | 80.8%+17.4pp | 76.6%+21.7pp | 66.0%+32.3pp |
| Annual return | 18.83% | 17.43%+1.4pp | 24.27%-5.4pp | 31.51%-12.7pp |
| Employer contribution / active EE | $10,380 | $2,907+257.1% | $2,975+248.9% | $2,654+291.2% |
| Participant deferral / active EE | $14,083 | $5,424+159.6% | $5,107+175.8% | $4,375+221.9% |
| Admin fee / account holder | $91 | $357-74.4% | $12,068-99.2% | $834-89.1% |