Filed June 9, 2026 (most recent of 8 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) | $18,510 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $16,249 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,745 | $160,882-13.8% | $200,582-30.8% | $102,872+34.9% |
| Participation rate | 98.0% | 91.2%+6.9pp | 86.9%+11.1pp | 73.0%+25.0pp |
| Annual return | 17.35% | 18.15%-0.8pp | 42.33%-25.0pp | 19.06%-1.7pp |
| Employer contribution / active EE | $1,299 | $5,602-76.8% | $6,419-79.8% | $3,526-63.2% |
| Participant deferral / active EE | $4,438 | $9,300-52.3% | $9,331-52.4% | $5,535-19.8% |
| Admin fee / account holder | $29 | $125-76.8% | $16,305-99.8% | $292-90.1% |