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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $208,389 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $32,570 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$306,269 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,990 | $83,057-39.8% | $143,757-65.2% | $89,394-44.1% |
| Participation rate | 98.8% | 74.0%+24.8pp | 80.3%+18.5pp | 71.3%+27.5pp |
| Annual return | -16.20% | -13.97%-2.2pp | -0.04%-16.2pp | -11.89%-4.3pp |
| Employer contribution / active EE | $3,401 | $2,095+62.3% | $4,951-31.3% | $3,022+12.5% |
| Participant deferral / active EE | $3,131 | $4,281-26.8% | $5,637-44.5% | $5,123-38.9% |
| Admin fee / account holder | $13 | $83-83.8% | $14,673-99.9% | $79-83.1% |