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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,429 |
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 | $483,793 | $66,124+631.6% | $90,404+435.1% | $73,488+558.3% |
| Participation rate | 94.0% | 69.7%+24.4pp | 72.7%+21.3pp | 70.7%+23.3pp |
| Annual return | 13.29% | 17.65%-4.4pp | 1293.02%-1279.7pp | 28.51%-15.2pp |
| Employer contribution / active EE | $17,179 | $2,346+632.1% | $3,262+426.6% | $2,270+656.7% |
| Participant deferral / active EE | $14,618 | $3,039+381.0% | $3,963+268.8% | $3,740+290.9% |
| Admin fee / account holder | $138 | $396-65.3% | $5,611-97.5% | $513-73.2% |