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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,426 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,463 |
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 | $104,296 | $75,284+38.5% | $91,001+14.6% | $69,631+49.8% |
| Participation rate | 98.5% | 80.4%+18.1pp | 75.6%+22.9pp | 70.7%+27.8pp |
| Annual return | 18.90% | 48.40%-29.5pp | 4.60%+14.3pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $3,940 | $2,473+59.4% | $2,456+60.5% | $2,032+93.9% |
| Participant deferral / active EE | $5,456 | $3,700+47.5% | $3,547+53.8% | $3,224+69.2% |
| Admin fee / account holder | $29 | $111-73.5% | $5,417-99.5% | $110-73.4% |