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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,717 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,581 |
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 | $97,936 | $74,024+32.3% | $77,999+25.6% | $57,658+69.9% |
| Participation rate | 94.8% | 79.7%+15.1pp | 75.5%+19.3pp | 70.2%+24.6pp |
| Annual return | 9.43% | 12.14%-2.7pp | 425.96%-416.5pp | 5.13%+4.3pp |
| Employer contribution / active EE | $4,168 | $2,365+76.2% | $2,470+68.7% | $1,974+111.2% |
| Participant deferral / active EE | $5,215 | $3,533+47.6% | $3,497+49.1% | $3,061+70.4% |
| Admin fee / account holder | $30 | $93-67.7% | $5,480-99.5% | $95-68.1% |