Filed July 6, 2022 (most recent of 3 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 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $309,741 |
Service code 37 · EIN 04-2647786 | Loan Processing | $200,415 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,836 | $47,456+57.7% | $172,739-56.7% | $77,787-3.8% |
| Participation rate | 81.2% | 66.3%+15.0pp | 82.6%-1.4pp | 73.2%+8.0pp |
| Annual return | 21.68% | 35.57%-13.9pp | 802.84%-781.2pp | 32.57%-10.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,926 | $2,560+131.5% | $5,198+14.0% | $3,967+49.4% |
| Admin fee / account holder | $145 | $81+79.8% | $13,954-99.0% | $100+45.3% |