Filed November 22, 2021 (most recent of 2 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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,197 | $85,135+52.9% | $98,907+31.6% | $73,409+77.4% |
| Participation rate | 92.1% | 81.1%+11.0pp | 76.0%+16.1pp | 72.2%+19.9pp |
| Annual return | 18.12% | 19.14%-1.0pp | 196.43%-178.3pp | 59.29%-41.2pp |
| Employer contribution / active EE | $3,285 | $2,721+20.7% | $2,689+22.2% | $2,234+47.1% |
| Participant deferral / active EE | $7,238 | $4,349+66.4% | $4,244+70.5% | $3,805+90.2% |
| Admin fee / account holder | -$22 | $139-115.5% | $6,642-100.3% | $158-113.6% |