Filed February 23, 2022 (most recent of 7 filings on file)
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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,219 |
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 | $69,615 | $88,515-21.4% | $162,163-57.1% | $67,579+3.0% |
| Participation rate | 82.1% | 86.8%-4.7pp | 87.6%-5.4pp | 71.3%+10.8pp |
| Annual return | 24.11% | 27.04%-2.9pp | 115.59%-91.5pp | 378.56%-354.5pp |
| Employer contribution / active EE | $1,450 | $3,563-59.3% | $5,614-74.2% | $2,148-32.5% |
| Participant deferral / active EE | $3,800 | $5,724-33.6% | $7,298-47.9% | $3,539+7.4% |
| Admin fee / account holder | -$12 | $124-109.6% | $10,843-100.1% | $142-108.3% |