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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,983 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,935 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $215,739 | $55,790+286.7% | $76,817+180.8% | $67,579+219.2% |
| Participation rate | 98.1% | 71.1%+27.0pp | 72.1%+26.0pp | 71.3%+26.8pp |
| Annual return | 2.76% | 64.45%-61.7pp | 1166.11%-1163.3pp | 378.56%-375.8pp |
| Employer contribution / active EE | $6,507 | $1,810+259.5% | $2,302+182.7% | $2,148+203.0% |
| Participant deferral / active EE | $9,017 | $2,875+213.6% | $3,336+170.3% | $3,539+154.8% |
| Admin fee / account holder | -$33 | $159-120.6% | $6,420-100.5% | $142-123.0% |