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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,172 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,275 |
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 | $68,778 | $99,957-31.2% | $149,696-54.1% | $73,488-6.4% |
| Participation rate | 87.5% | 75.7%+11.8pp | 82.5%+5.0pp | 70.7%+16.8pp |
| Annual return | 26.05% | 53.87%-27.8pp | 276.60%-250.6pp | 28.51%-2.5pp |
| Employer contribution / active EE | $1,114 | $3,191-65.1% | $4,644-76.0% | $2,270-50.9% |
| Participant deferral / active EE | $8,853 | $6,073+45.8% | $6,842+29.4% | $3,740+136.7% |
| Admin fee / account holder | $38 | $551-93.2% | $9,309-99.6% | $513-92.7% |