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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,710 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,116 |
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 | $88,760 | $93,182-4.7% | $146,665-39.5% | $79,386+11.8% |
| Participation rate | 90.5% | 76.4%+14.1pp | 80.1%+10.4pp | 70.7%+19.8pp |
| Annual return | 12.36% | 21.61%-9.2pp | 22.74%-10.4pp | 116.85%-104.5pp |
| Employer contribution / active EE | $2,563 | $2,420+5.9% | $4,136-38.0% | $2,427+5.6% |
| Participant deferral / active EE | $3,845 | $4,169-7.8% | $5,506-30.2% | $4,046-4.9% |
| Admin fee / account holder | $65 | $585-88.8% | $10,280-99.4% | $626-89.6% |