Filed December 17, 2021 (most recent of 2 filings on file)
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,273 |
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,707 |
FID INV INST OPS CO6 years Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,833 | $86,897-21.9% | $151,611-55.3% | $64,808+4.7% |
| Participation rate | 90.4% | 87.3%+3.1pp | 87.5%+2.9pp | 71.5%+18.9pp |
| Annual return | -14.58% | -3.57%-11.0pp | 3.33%-17.9pp | 32.82%-47.4pp |
| Employer contribution / active EE | $3,803 | $4,010-5.2% | $6,166-38.3% | $2,506+51.8% |
| Participant deferral / active EE | $7,042 | $6,690+5.3% | $8,363-15.8% | $4,310+63.4% |
| Admin fee / account holder | $52 | $153-65.7% | $11,616-99.5% | $188-72.1% |