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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,276 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,613 |
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 | $102,333 | $65,223+56.9% | $80,019+27.9% | $55,725+83.6% |
| Participation rate | 96.4% | 80.6%+15.8pp | 75.8%+20.6pp | 70.9%+25.5pp |
| Annual return | -5.74% | 7.59%-13.3pp | 11.22%-17.0pp | 244.93%-250.7pp |
| Employer contribution / active EE | $3,880 | $2,544+52.5% | $2,468+57.2% | $2,078+86.7% |
| Participant deferral / active EE | $5,672 | $3,881+46.2% | $3,686+53.9% | $3,356+69.0% |
| Admin fee / account holder | $30 | $114-73.5% | $6,521-99.5% | $115-73.7% |