Filed September 10, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $300,491 |
Service code 26 · EIN 33-0818667 4000 MACARTHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Participants) | $33,933 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,547 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,897 | $147,538+8.4% | $150,045+6.6% | $117,739+35.8% |
| Participation rate | 87.9% | 72.5%+15.4pp | 82.3%+5.6pp | 76.6%+11.3pp |
| Annual return | 24.10% | 16.95%+7.2pp | 62.55%-38.4pp | 17.29%+6.8pp |
| Employer contribution / active EE | $997 | $4,350-77.1% | $4,693-78.8% | $3,746-73.4% |
| Participant deferral / active EE | $19,907 | $8,925+123.1% | $7,997+148.9% | $6,128+224.8% |
| Admin fee / account holder | $27 | $125-78.5% | $13,435-99.8% | $112-76.0% |