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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,247 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,313 |
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 | $176,129 | $66,813+163.6% | $100,516+75.2% | $73,488+139.7% |
| Participation rate | 68.5% | 77.5%-8.9pp | 79.4%-10.9pp | 70.7%-2.1pp |
| Annual return | 27.07% | 25.70%+1.4pp | 30.89%-3.8pp | 28.51%-1.4pp |
| Employer contribution / active EE | $1,706 | $2,147-20.5% | $3,418-50.1% | $2,270-24.8% |
| Participant deferral / active EE | $4,955 | $5,883-15.8% | $6,270-21.0% | $3,740+32.5% |
| Admin fee / account holder | $113 | $512-78.0% | $8,081-98.6% | $513-78.0% |