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 |
|---|---|---|
Service code 27 · EIN 43-3764090 | Advisory (Plan) | $14,043 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$39,293 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,757 | $93,182+176.6% | $146,665+75.7% | $79,386+224.7% |
| Participation rate | 96.3% | 76.4%+19.9pp | 80.1%+16.2pp | 70.7%+25.6pp |
| Annual return | 28.02% | 21.61%+6.4pp | 22.74%+5.3pp | 116.85%-88.8pp |
| Employer contribution / active EE | $6,196 | $2,420+156.1% | $4,136+49.8% | $2,427+155.2% |
| Participant deferral / active EE | $10,019 | $4,169+140.3% | $5,506+82.0% | $4,046+147.6% |
| Admin fee / account holder | $74 | $585-87.4% | $10,280-99.3% | $626-88.3% |