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 | $345,540 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $311,416 |
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 | $107,355 | $50,127+114.2% | $149,673-28.3% | $80,160+33.9% |
| Participation rate | 97.5% | 64.3%+33.2pp | 78.8%+18.7pp | 72.9%+24.5pp |
| Annual return | 18.02% | 29.82%-11.8pp | 134.42%-116.4pp | 40.38%-22.4pp |
| Employer contribution / active EE | $3,596 | $1,865+92.9% | $4,818-25.3% | $2,978+20.8% |
| Participant deferral / active EE | $7,641 | $3,194+139.3% | $5,680+34.5% | $5,017+52.3% |
| Admin fee / account holder | $128 | $153-15.9% | $13,210-99.0% | $145-11.4% |