Filed February 26, 2024 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,345 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,682 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $346,684 | $44,873+672.6% | $79,464+336.3% | $56,287+515.9% |
| Participation rate | 90.1% | 68.7%+21.3pp | 73.3%+16.7pp | 69.9%+20.2pp |
| Annual return | -3.27% | 0.81%-4.1pp | 718.14%-721.4pp | -9.96%+6.7pp |
| Employer contribution / active EE | $13,189 | $2,140+516.3% | $2,800+370.9% | $2,111+524.7% |
| Participant deferral / active EE | $12,372 | $2,746+350.6% | $3,704+234.0% | $3,350+269.4% |
| Admin fee / account holder | $157 | $418-62.5% | $5,113-96.9% | $521-69.9% |