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 | $35,775 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,396 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,469 | $45,000+14.4% | $143,757-64.2% | $77,904-33.9% |
| Participation rate | 97.8% | 66.8%+30.9pp | 80.3%+17.5pp | 73.7%+24.1pp |
| Annual return | -17.74% | 29.03%-46.8pp | -0.04%-17.7pp | 12.21%-29.9pp |
| Employer contribution / active EE | $3,939 | $1,870+110.7% | $4,951-20.4% | $2,848+38.3% |
| Participant deferral / active EE | $5,706 | $3,157+80.8% | $5,637+1.2% | $4,806+18.7% |
| Admin fee / account holder | $30 | $98-69.0% | $14,673-99.8% | $133-77.0% |