Filed February 4, 2021 (most recent of 3 filings on file)
Total covered: 29 employees
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,879 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$126,970 |
Annual investment return 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 | $41,092 | $49,270-16.6% | $156,549-73.8% | $329,111-87.5% |
| Participation rate | 98.7% | 68.1%+30.6pp | 84.0%+14.7pp | 67.9%+30.8pp |
| Annual return | 6.95% | 23.25%-16.3pp | 32.23%-25.3pp | 16.35%-9.4pp |
| Employer contribution / active EE | $2,756 | $1,534+79.6% | $5,501-49.9% | $2,303+19.7% |
| Participant deferral / active EE | $2,311 | $2,920-20.9% | $4,871-52.6% | $3,682-37.2% |
| Admin fee / account holder | $16 | $51-67.7% | $13,027-99.9% | $754-97.8% |