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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,436 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,484 |
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 | $128,113 | $86,332+48.4% | $125,175+2.3% | $65,185+96.5% |
| Participation rate | 85.1% | 75.3%+9.8pp | 79.8%+5.3pp | 70.2%+14.9pp |
| Annual return | 35.31% | 27.43%+7.9pp | 43.79%-8.5pp | 29.38%+5.9pp |
| Employer contribution / active EE | $3,496 | $2,040+71.4% | $3,865-9.6% | $2,177+60.6% |
| Participant deferral / active EE | $6,554 | $3,537+85.3% | $4,937+32.8% | $3,514+86.5% |
| Admin fee / account holder | $75 | $609-87.7% | $9,702-99.2% | $847-91.1% |