Filed May 19, 2020 (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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $489,110 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $227,843 |
Form 5500 reported that benefits due were not provided when due.
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 | $73,369 | $45,382+61.7% | $154,107-52.4% | $75,289-2.6% |
| Participation rate | 96.9% | 65.9%+31.0pp | 83.0%+13.9pp | 72.4%+24.5pp |
| Annual return | -5.30% | -0.47%-4.8pp | 735.12%-740.4pp | -0.04%-5.3pp |
| Employer contribution / active EE | $3,609 | $1,533+135.4% | $5,298-31.9% | $2,405+50.0% |
| Participant deferral / active EE | $6,269 | $2,384+162.9% | $5,081+23.4% | $3,739+67.7% |
| Admin fee / account holder | $154 | $89+72.9% | $13,411-98.8% | $102+50.9% |