Filed April 13, 2021
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $2,345,989 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,674,064 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,906 | $430,560-67.0% | $98,907+43.5% | $106,222+33.6% |
| Participation rate | 59.7% | 86.2%-26.5pp | 76.0%-16.3pp | 70.8%-11.1pp |
| Annual return | 18.47% | 17.89%+0.6pp | 196.43%-178.0pp | 21.69%-3.2pp |
| Employer contribution / active EE | $0 | $6,804-100.0% | $2,689-100.0% | $2,723-100.0% |
| Participant deferral / active EE | $5,052 | $9,623-47.5% | $4,244+19.0% | $4,600+9.8% |
| Admin fee / account holder | $87 | $220-60.6% | $6,642-98.7% | $78+10.7% |