Filed January 19, 2026 (most recent of 5 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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,532 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,950 |
Participant 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 | $56,346 | $88,515-36.3% | $162,163-65.3% | $67,579-16.6% |
| Participation rate | 94.0% | 86.8%+7.2pp | 87.6%+6.5pp | 71.3%+22.7pp |
| Annual return | 24.20% | 27.04%-2.8pp | 115.59%-91.4pp | 378.56%-354.4pp |
| Employer contribution / active EE | $3,480 | $3,563-2.3% | $5,614-38.0% | $2,148+62.0% |
| Participant deferral / active EE | $2,772 | $5,724-51.6% | $7,298-62.0% | $3,539-21.7% |
| Admin fee / account holder | $33 | $124-73.5% | $10,843-99.7% | $142-77.0% |