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 |
|---|---|---|
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,457 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,981 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $77,510 | $53,136+45.9% | $155,509-50.2% | $199,593-61.2% |
| Participation rate | 95.6% | 64.1%+31.5pp | 78.2%+17.4pp | 72.0%+23.6pp |
| Annual return | 15.46% | 41.15%-25.7pp | 64.67%-49.2pp | 34.25%-18.8pp |
| Employer contribution / active EE | $3,676 | $1,851+98.6% | $4,672-21.3% | $3,034+21.2% |
| Participant deferral / active EE | $6,200 | $3,161+96.2% | $5,626+10.2% | $5,087+21.9% |
| Admin fee / account holder | $35 | $185-80.9% | $15,912-99.8% | $269-86.8% |