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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,123 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,627 |
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 | $147,853 | $78,781+87.7% | $100,516+47.1% | $73,409+101.4% |
| Participation rate | 95.2% | 80.0%+15.2pp | 79.4%+15.8pp | 72.2%+23.1pp |
| Annual return | 19.13% | 31.69%-12.6pp | 30.89%-11.8pp | 59.29%-40.2pp |
| Employer contribution / active EE | $2,494 | $2,420+3.1% | $3,418-27.0% | $2,234+11.6% |
| Participant deferral / active EE | $9,988 | $6,537+52.8% | $6,270+59.3% | $3,805+162.5% |
| Admin fee / account holder | $29 | $145-80.4% | $8,081-99.6% | $158-81.9% |