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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,860 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,474 |
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 | $185,949 | $55,453+235.3% | $170,442+9.1% | $62,292+198.5% |
| Participation rate | 98.5% | 66.4%+32.1pp | 83.6%+14.9pp | 69.5%+29.0pp |
| Annual return | 17.12% | 21.38%-4.3pp | 205.93%-188.8pp | 28.90%-11.8pp |
| Employer contribution / active EE | $8,314 | $2,164+284.3% | $5,433+53.0% | $2,042+307.1% |
| Participant deferral / active EE | $6,708 | $2,303+191.3% | $4,939+35.8% | $3,169+111.7% |
| Admin fee / account holder | $83 | $455-81.7% | $13,880-99.4% | $479-82.7% |