Filed March 25, 2026 (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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,712 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,975 |
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 | $248,253 | $176,491+40.7% | $95,952+158.7% | $90,288+175.0% |
| Participation rate | 96.9% | 86.6%+10.3pp | 77.1%+19.8pp | 73.4%+23.5pp |
| Annual return | 21.87% | 20.14%+1.7pp | 91.61%-69.7pp | 53.97%-32.1pp |
| Employer contribution / active EE | $4,743 | $2,789+70.1% | $2,541+86.7% | $2,524+87.9% |
| Participant deferral / active EE | $11,003 | $5,340+106.1% | $4,167+164.1% | $4,232+160.0% |
| Admin fee / account holder | $19 | $154-87.7% | $6,795-99.7% | $114-83.4% |