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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $393,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $225,597 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $69,999 | $45,000+55.6% | $143,757-51.3% | $77,904-10.1% |
| Participation rate | 92.7% | 66.8%+25.9pp | 80.3%+12.4pp | 73.7%+19.0pp |
| Annual return | -15.37% | 29.03%-44.4pp | -0.04%-15.3pp | 12.21%-27.6pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,951-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $7,701 | $3,157+144.0% | $5,637+36.6% | $4,806+60.2% |
| Admin fee / account holder | $143 | $98+45.0% | $14,673-99.0% | $133+7.7% |