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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,010 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,050 |
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 | $61,023 | $102,389-40.4% | $100,516-39.3% | $90,288-32.4% |
| Participation rate | 96.9% | 84.0%+12.8pp | 79.4%+17.5pp | 73.4%+23.5pp |
| Annual return | 24.66% | 22.50%+2.2pp | 30.89%-6.2pp | 53.97%-29.3pp |
| Employer contribution / active EE | $2,683 | $3,056-12.2% | $3,418-21.5% | $2,524+6.3% |
| Participant deferral / active EE | $8,193 | $7,514+9.0% | $6,270+30.7% | $4,232+93.6% |
| Admin fee / account holder | $15 | $83-82.6% | $8,081-99.8% | $114-87.3% |