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) | $19,452 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
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 | $119,266 | $62,543+90.7% | $83,333+43.1% | $55,725+114.0% |
| Participation rate | 93.4% | 78.4%+15.0pp | 77.8%+15.7pp | 70.9%+22.6pp |
| Annual return | -4.67% | 14.85%-19.5pp | 10.63%-15.3pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,337 | $2,427-3.7% | $3,379-30.8% | $2,078+12.5% |
| Participant deferral / active EE | $9,316 | $5,682+64.0% | $5,565+67.4% | $3,356+177.6% |
| Admin fee / account holder | $32 | $103-69.3% | $7,510-99.6% | $115-72.5% |