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) | $12,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,421 |
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 | $82,088 | $111,608-26.4% | $177,821-53.8% | $73,409+11.8% |
| Participation rate | 97.3% | 87.9%+9.4pp | 87.7%+9.6pp | 72.2%+25.1pp |
| Annual return | 21.17% | 18.23%+2.9pp | 48.32%-27.2pp | 59.29%-38.1pp |
| Employer contribution / active EE | $2,733 | $3,796-28.0% | $5,918-53.8% | $2,234+22.4% |
| Participant deferral / active EE | $7,971 | $6,199+28.6% | $7,714+3.3% | $3,805+109.5% |
| Admin fee / account holder | $23 | $166-85.8% | $12,427-99.8% | $158-85.1% |