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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,832 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,196 |
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 | $154,945 | $69,362+123.4% | $101,248+53.0% | $73,488+110.8% |
| Participation rate | 96.6% | 68.4%+28.2pp | 75.8%+20.8pp | 70.7%+25.9pp |
| Annual return | 20.04% | 18.46%+1.6pp | 46.47%-26.4pp | 28.51%-8.5pp |
| Employer contribution / active EE | $3,746 | $2,628+42.5% | $3,660+2.4% | $2,270+65.0% |
| Participant deferral / active EE | $8,059 | $3,300+144.2% | $4,370+84.4% | $3,740+115.5% |
| Admin fee / account holder | $156 | $704-77.8% | $5,945-97.4% | $513-69.6% |