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) | $5,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,975 |
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 | $135,557 | $89,652+51.2% | $141,162-4.0% | $65,185+108.0% |
| Participation rate | 70.9% | 74.7%-3.8pp | 82.5%-11.6pp | 70.2%+0.7pp |
| Annual return | 25.99% | 32.79%-6.8pp | 71.39%-45.4pp | 29.38%-3.4pp |
| Employer contribution / active EE | $1,100 | $3,065-64.1% | $4,735-76.8% | $2,177-49.5% |
| Participant deferral / active EE | $4,494 | $5,691-21.0% | $6,709-33.0% | $3,514+27.9% |
| Admin fee / account holder | $55 | $569-90.3% | $10,261-99.5% | $847-93.5% |