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) | $5,516 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$800 |
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 | $129,299 | $64,909+99.2% | $82,313+57.1% | $62,292+107.6% |
| Participation rate | 82.0% | 74.9%+7.1pp | 76.9%+5.1pp | 69.5%+12.5pp |
| Annual return | 19.28% | 21.18%-1.9pp | 25.88%-6.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,370 | $1,676+41.4% | $2,428-2.4% | $2,042+16.0% |
| Participant deferral / active EE | $5,705 | $3,103+83.8% | $3,706+53.9% | $3,169+80.0% |
| Admin fee / account holder | $30 | $440-93.1% | $5,608-99.5% | $479-93.7% |