Filed September 23, 2021 (most recent of 2 filings on file)
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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$156,099 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,039 | $50,458+298.4% | $159,960+25.7% | $64,808+210.2% |
| Participation rate | 99.5% | 68.0%+31.4pp | 78.0%+21.5pp | 71.5%+28.0pp |
| Annual return | -17.31% | -13.42%-3.9pp | 408.60%-425.9pp | 32.82%-50.1pp |
| Employer contribution / active EE | $6,239 | $1,722+262.3% | $4,226+47.6% | $2,506+149.0% |
| Participant deferral / active EE | $10,685 | $4,004+166.9% | $6,182+72.8% | $4,310+147.9% |
| Admin fee / account holder | -$276 | $706-139.1% | $8,698-103.2% | $188-246.9% |