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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.
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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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,224 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,882 | $80,753-18.4% | $136,294-51.7% | $62,292+5.8% |
| Participation rate | 75.9% | 73.5%+2.3pp | 81.9%-6.1pp | 69.5%+6.3pp |
| Annual return | 20.12% | 35.83%-15.7pp | 5155.94%-5135.8pp | 28.90%-8.8pp |
| Employer contribution / active EE | $215 | $2,884-92.5% | $4,695-95.4% | $2,042-89.5% |
| Participant deferral / active EE | $7,127 | $5,164+38.0% | $6,247+14.1% | $3,169+124.9% |
| Admin fee / account holder | $31 | $525-94.0% | $9,243-99.7% | $479-93.5% |