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 | $464,257 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,587 |
PENSION ASSURANCE LLP6 years Service code 10 · EIN 30-0840934 | Accounting | $18,000 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES A Service code 27 · EIN 59-2937883 | Advisory (Plan) | $8,063 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,485 | $59,339-30.1% | $149,673-72.3% | $103,482-59.9% |
| Participation rate | 93.7% | 70.2%+23.5pp | 78.8%+14.9pp | 73.3%+20.4pp |
| Annual return | 20.65% | 77.78%-57.1pp | 134.42%-113.8pp | 33.11%-12.5pp |
| Employer contribution / active EE | $0 | $2,178-100.0% | $4,818-100.0% | $3,208-100.0% |
| Participant deferral / active EE | $5,609 | $3,716+50.9% | $5,680-1.2% | $5,207+7.7% |
| Admin fee / account holder | $67 | $103-34.7% | $13,210-99.5% | $114-41.1% |