Filed March 7, 2025 (most recent of 2 filings on file)
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 6-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $47,360 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,997 |
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 | $62,868 | $56,095+12.1% | $178,490-64.8% | $90,288-30.4% |
| Participation rate | 95.8% | 65.6%+30.2pp | 81.9%+13.9pp | 73.4%+22.4pp |
| Annual return | 190.95% | 28.81%+162.1pp | 151.07%+39.9pp | 53.97%+137.0pp |
| Employer contribution / active EE | $3,751 | $1,572+138.6% | $5,011-25.1% | $2,524+48.6% |
| Participant deferral / active EE | $4,610 | $2,669+72.7% | $5,202-11.4% | $4,232+8.9% |
| Admin fee / account holder | $39 | $101-61.6% | $13,984-99.7% | $114-66.1% |