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 | $383,945 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $321,288 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $95,895 | $45,000+113.1% | $143,757-33.3% | $77,904+23.1% |
| Participation rate | 96.4% | 66.8%+29.6pp | 80.3%+16.1pp | 73.7%+22.7pp |
| Annual return | -16.34% | 29.03%-45.4pp | -0.04%-16.3pp | 12.21%-28.5pp |
| Employer contribution / active EE | $3,709 | $1,870+98.4% | $4,951-25.1% | $2,848+30.2% |
| Participant deferral / active EE | $7,801 | $3,157+147.1% | $5,637+38.4% | $4,806+62.3% |
| Admin fee / account holder | $143 | $98+45.5% | $14,673-99.0% | $133+8.1% |