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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,042 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | -$61,815 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $497,481 | $60,323+724.7% | $81,812+508.1% | $74,495+567.8% |
| Participation rate | 96.9% | 62.9%+34.0pp | 72.3%+24.5pp | 67.2%+29.7pp |
| Annual return | 18.31% | 16.90%+1.4pp | 773.79%-755.5pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $17,378 | $2,620+563.2% | $2,912+496.7% | $2,623+562.5% |
| Participant deferral / active EE | $14,414 | $3,387+325.5% | $4,319+233.8% | $4,346+231.7% |
| Admin fee / account holder | -$145 | $1,486-109.7% | $7,386-102.0% | $1,942-107.4% |