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) | $6,431 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,609 |
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 | $117,176 | $62,586+87.2% | $76,768+52.6% | $64,186+82.6% |
| Participation rate | 84.5% | 72.8%+11.7pp | 77.0%+7.5pp | 69.6%+14.9pp |
| Annual return | -4.54% | -1.95%-2.6pp | 2.43%-7.0pp | 7.63%-12.2pp |
| Employer contribution / active EE | $3,168 | $1,832+72.9% | $2,485+27.5% | $2,381+33.1% |
| Participant deferral / active EE | $8,077 | $3,145+156.9% | $3,852+109.7% | $3,470+132.8% |
| Admin fee / account holder | -$17 | $4,667-100.4% | $6,675-100.3% | $4,888-100.3% |