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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $365,576 |
Service code 37 · EIN 04-2647786 | Loan Processing | $143,199 |
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 | $81,866 | $56,095+45.9% | $178,490-54.1% | $90,288-9.3% |
| Participation rate | 87.0% | 65.6%+21.5pp | 81.9%+5.1pp | 73.4%+13.7pp |
| Annual return | 15.06% | 28.81%-13.7pp | 151.07%-136.0pp | 53.97%-38.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $6,689 | $2,669+150.6% | $5,202+28.6% | $4,232+58.0% |
| Admin fee / account holder | $136 | $101+35.5% | $13,984-99.0% | $114+19.6% |