Filed June 30, 2023 (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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,297 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,916 |
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 | $241,002 | $48,261+399.4% | $68,793+250.3% | $55,725+332.5% |
| Participation rate | 98.1% | 71.0%+27.0pp | 72.2%+25.8pp | 70.9%+27.2pp |
| Annual return | 13.03% | -2.61%+15.6pp | -4.63%+17.7pp | 244.93%-231.9pp |
| Employer contribution / active EE | $6,917 | $1,742+297.0% | $2,625+163.5% | $2,078+232.8% |
| Participant deferral / active EE | $8,165 | $2,712+201.1% | $3,311+146.6% | $3,356+143.3% |
| Admin fee / account holder | -$36 | $126-128.9% | $5,131-100.7% | $115-131.7% |