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) | $20,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,081 |
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 | $124,284 | $65,592+89.5% | $90,160+37.8% | $69,631+78.5% |
| Participation rate | 97.4% | 77.6%+19.7pp | 76.9%+20.5pp | 70.7%+26.7pp |
| Annual return | 21.26% | 57.10%-35.8pp | 34.88%-13.6pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $2,482 | $2,193+13.2% | $3,318-25.2% | $2,032+22.1% |
| Participant deferral / active EE | $9,385 | $5,257+78.5% | $5,288+77.5% | $3,224+191.1% |
| Admin fee / account holder | $35 | $86-59.0% | $5,943-99.4% | $110-68.2% |