See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,616 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,764 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,209 | $61,214+76.8% | $83,333+29.9% | $56,287+92.2% |
| Participation rate | 69.2% | 72.6%-3.4pp | 77.8%-8.5pp | 69.9%-0.6pp |
| Annual return | -6.05% | 0.42%-6.5pp | 10.63%-16.7pp | -9.96%+3.9pp |
| Employer contribution / active EE | $1,657 | $1,925-13.9% | $3,379-50.9% | $2,111-21.5% |
| Participant deferral / active EE | $4,510 | $5,091-11.4% | $5,565-19.0% | $3,350+34.6% |
| Admin fee / account holder | $86 | $512-83.1% | $7,510-98.8% | $521-83.4% |