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 | $132,168 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,218 |
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 | $128,661 | $112,623+14.2% | $106,213+21.1% | $199,593-35.5% |
| Participation rate | 93.4% | 86.2%+7.2pp | 75.3%+18.1pp | 72.0%+21.5pp |
| Annual return | 19.40% | 15.57%+3.8pp | 116.14%-96.7pp | 34.25%-14.8pp |
| Employer contribution / active EE | $7,110 | $4,575+55.4% | $3,171+124.2% | $3,034+134.3% |
| Participant deferral / active EE | $15,353 | $6,659+130.5% | $5,016+206.1% | $5,087+201.8% |
| Admin fee / account holder | $113 | $107+5.9% | $11,033-99.0% | $269-57.8% |