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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,638,371 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $366,756 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,055 | $225,491+17.5% | $98,439+169.3% | $96,393+175.0% |
| Participation rate | 96.8% | 87.3%+9.4pp | 75.2%+21.6pp | 71.3%+25.5pp |
| Annual return | 23.72% | 19.53%+4.2pp | 21.16%+2.6pp | 22.88%+0.8pp |
| Employer contribution / active EE | $0 | $8,386-100.0% | $3,048-100.0% | $3,238-100.0% |
| Participant deferral / active EE | $15,200 | $10,872+39.8% | $4,738+220.8% | $5,455+178.7% |
| Admin fee / account holder | $70 | $87-19.2% | $8,948-99.2% | $74-4.8% |