Filed July 10, 2024
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,169 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,074 | $76,050+38.2% | $96,544+8.8% | $71,457+47.0% |
| Participation rate | 95.9% | 74.4%+21.5pp | 76.0%+20.0pp | 67.9%+28.0pp |
| Annual return | 20.98% | 22.81%-1.8pp | 25.84%-4.9pp | 28.85%-7.9pp |
| Employer contribution / active EE | $3,168 | $2,244+41.2% | $2,965+6.9% | $2,588+22.4% |
| Participant deferral / active EE | $7,016 | $4,215+66.4% | $4,851+44.6% | $4,289+63.6% |
| Admin fee / account holder | $60 | $2,707-97.8% | $8,252-99.3% | $1,587-96.2% |