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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,778 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,220 |
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 | $225,054 | $61,473+266.1% | $81,930+174.7% | $73,409+206.6% |
| Participation rate | 97.9% | 72.4%+25.5pp | 72.0%+25.9pp | 72.2%+25.8pp |
| Annual return | 17.60% | 28.26%-10.7pp | 29.49%-11.9pp | 59.29%-41.7pp |
| Employer contribution / active EE | $6,995 | $1,898+268.6% | $4,310+62.3% | $2,234+213.2% |
| Participant deferral / active EE | $8,916 | $3,080+189.4% | $7,107+25.5% | $3,805+134.3% |
| Admin fee / account holder | -$28 | $125-122.4% | $5,158-100.5% | $158-117.8% |