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) | $7,014 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $50,475 | $73,102-31.0% | $123,544-59.1% | $56,287-10.3% |
| Participation rate | 75.1% | 74.3%+0.8pp | 82.3%-7.2pp | 69.9%+5.3pp |
| Annual return | -4.93% | 3.01%-7.9pp | 119.20%-124.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $847 | $2,977-71.5% | $4,628-81.7% | $2,111-59.9% |
| Participant deferral / active EE | $6,257 | $5,423+15.4% | $6,426-2.6% | $3,350+86.8% |
| Admin fee / account holder | $31 | $554-94.4% | $9,284-99.7% | $521-94.1% |