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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,950 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$190,350 |
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.
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 | $46,898 | $53,684-12.6% | $170,442-72.5% | $80,976-42.1% |
| Participation rate | 98.0% | 69.2%+28.8pp | 83.6%+14.4pp | 68.3%+29.7pp |
| Annual return | 16.53% | 25.97%-9.4pp | 205.93%-189.4pp | 22.91%-6.4pp |
| Employer contribution / active EE | $2,809 | $1,642+71.1% | $5,433-48.3% | $2,402+16.9% |
| Participant deferral / active EE | $2,377 | $3,017-21.2% | $4,939-51.9% | $3,848-38.2% |
| Admin fee / account holder | $7 | $46-85.9% | $13,880-100.0% | $67-90.3% |