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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,200 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $32,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $58,943 | $58,202+1.3% | $172,739-65.9% | $89,569-34.2% |
| Participation rate | 38.6% | 72.8%-34.2pp | 82.6%-44.0pp | 69.6%-31.0pp |
| Annual return | 22.53% | 61.59%-39.1pp | 802.84%-780.3pp | 34.56%-12.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,143-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,729 | $3,335-18.2% | $5,198-47.5% | $4,220-35.3% |
| Admin fee / account holder | $25 | $53-52.4% | $13,954-99.8% | $72-65.1% |