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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,754 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
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 | $46,632 | $65,592-28.9% | $90,160-48.3% | $69,631-33.0% |
| Participation rate | 88.4% | 77.6%+10.8pp | 76.9%+11.5pp | 70.7%+17.7pp |
| Annual return | 26.03% | 57.10%-31.1pp | 34.88%-8.9pp | 27571.02%-27545.0pp |
| Employer contribution / active EE | $1,970 | $2,193-10.2% | $3,318-40.6% | $2,032-3.0% |
| Participant deferral / active EE | $7,038 | $5,257+33.9% | $5,288+33.1% | $3,224+118.3% |
| Admin fee / account holder | $10 | $86-88.7% | $5,943-99.8% | $110-91.2% |