Filed August 19, 2021
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 37 · EIN 04-2647786 | Loan Processing | $58,587 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,166 | $65,241+58.1% | $126,539-18.5% | $85,563+20.6% |
| Participation rate | 92.8% | 48.6%+44.1pp | 69.8%+22.9pp | 66.0%+26.8pp |
| Annual return | 19.57% | 42.19%-22.6pp | 425.95%-406.4pp | 31.51%-11.9pp |
| Employer contribution / active EE | $6,118 | $1,937+215.8% | $3,674+66.5% | $2,654+130.6% |
| Participant deferral / active EE | $7,005 | $3,032+131.1% | $4,083+71.6% | $4,375+60.1% |
| Admin fee / account holder | $101 | $1,031-90.2% | $6,065-98.3% | $834-87.8% |