Filed December 17, 2021 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $13,874 |
STRATEGIC ADVISORS, INC.4 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,908 |
FID INV INST OPS CO4 years Service code 60 | Sub-TA Fees | $0 |
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 | $64,601 | $111,608-42.1% | $177,821-63.7% | $73,409-12.0% |
| Participation rate | 93.9% | 87.9%+6.1pp | 87.7%+6.2pp | 72.2%+21.7pp |
| Annual return | 16.29% | 18.23%-1.9pp | 48.32%-32.0pp | 59.29%-43.0pp |
| Employer contribution / active EE | $4,151 | $3,796+9.3% | $5,918-29.9% | $2,234+85.8% |
| Participant deferral / active EE | $5,930 | $6,199-4.3% | $7,714-23.1% | $3,805+55.8% |
| Admin fee / account holder | $36 | $166-78.2% | $12,427-99.7% | $158-77.1% |