Filed August 19, 2022 (most recent of 2 filings on file)
Total covered: 26 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $74,098 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,217 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 70 · EIN 59-2937883 | Consulting Fees | $21,500 |
PENSION ASSURANCE LLP1 year Filed as: PENSION ASSURANCE Service code 10 · EIN 30-0840934 | Accounting | $18,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,334 | $53,565-35.9% | $172,739-80.1% | $82,204-58.2% |
| Participation rate | 91.7% | 69.6%+22.0pp | 82.6%+9.0pp | 73.4%+18.3pp |
| Annual return | 24.99% | 31.42%-6.4pp | 802.84%-777.9pp | 26.31%-1.3pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,143-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $4,093 | $3,006+36.2% | $5,198-21.2% | $4,246-3.6% |
| Admin fee / account holder | $27 | $61-56.1% | $13,954-99.8% | $76-64.4% |