Filed January 29, 2025
Total covered: 10 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $79,802 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,163 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,449 | $85,135-6.7% | $98,907-19.7% | $73,409+8.2% |
| Participation rate | 93.3% | 81.1%+12.2pp | 76.0%+17.3pp | 72.2%+21.2pp |
| Annual return | 32.34% | 19.14%+13.2pp | 196.43%-164.1pp | 59.29%-27.0pp |
| Employer contribution / active EE | $5,650 | $2,721+107.6% | $2,689+110.1% | $2,234+152.9% |
| Participant deferral / active EE | $11,933 | $4,349+174.4% | $4,244+181.2% | $3,805+213.6% |
| Admin fee / account holder | $103 | $139-25.7% | $6,642-98.4% | $158-34.5% |