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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,749 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,875 |
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 | $61,541 | $69,159-11.0% | $125,175-50.8% | $67,579-8.9% |
| Participation rate | 76.3% | 78.2%-1.9pp | 79.8%-3.5pp | 71.3%+5.0pp |
| Annual return | 20.17% | 27.12%-7.0pp | 43.79%-23.6pp | 378.56%-358.4pp |
| Employer contribution / active EE | $1,484 | $2,023-26.7% | $3,865-61.6% | $2,148-30.9% |
| Participant deferral / active EE | $3,847 | $3,700+4.0% | $4,937-22.1% | $3,539+8.7% |
| Admin fee / account holder | $37 | $142-74.0% | $9,702-99.6% | $142-74.1% |