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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $138,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,699 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,351 | $68,062+4.8% | $185,823-61.6% | $106,520-33.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.7%-41.7pp | 71.3%-31.3pp |
| Annual return | 15.31% | 18.20%-2.9pp | 122.05%-106.7pp | 19.28%-4.0pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $5,167-100.0% | $2,840-100.0% |
| Participant deferral / active EE | $3,282 | $3,990-17.8% | $5,568-41.1% | $4,948-33.7% |
| Admin fee / account holder | $26 | $53-50.5% | $16,237-99.8% | $75-65.0% |