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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,538 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,949 |
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 | $83,226 | $72,770+14.4% | $67,652+23.0% | $55,191+50.8% |
| Participation rate | 92.3% | 78.8%+13.5pp | 75.7%+16.7pp | 69.2%+23.2pp |
| Annual return | 1.01% | -3.26%+4.3pp | 6625.04%-6624.0pp | 10.78%-9.8pp |
| Employer contribution / active EE | $1,785 | $1,769+0.9% | $2,266-21.2% | $1,899-6.0% |
| Participant deferral / active EE | $4,834 | $3,408+41.8% | $3,560+35.8% | $3,046+58.7% |
| Admin fee / account holder | $44 | $79-43.8% | $4,821-99.1% | $91-51.2% |