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 |
|---|---|---|
Filed as: STRATEGIC CAPITAL INVMNT ADVISOR Service code 27 · EIN 36-4268991 | Advisory (Plan) | $17,357 |
BMO HARRIS BANK NA6+ years Filed as: BMO HARRIS BANK N.A Service code 21 · EIN 36-2085229 | Bank Trustee | $9,500 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 10.16% | 9.30%+0.9pp | 7.87%+2.3pp | 627.08%-616.9pp |
| Employer contribution / active EE | $6,931 | $21,052-67.1% | $31,768-78.2% | $18,824-63.2% |
| Participant deferral / active EE | $0 | $1,264-100.0% | $241-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |