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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,194 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $254,138 | $66,528+282.0% | $86,874+192.5% | $86,799+192.8% |
| Participation rate | 96.7% | 72.4%+24.3pp | 71.6%+25.0pp | 72.3%+24.4pp |
| Annual return | 24.97% | 19.56%+5.4pp | 63.52%-38.6pp | 97.91%-72.9pp |
| Employer contribution / active EE | $8,050 | $2,007+301.1% | $2,495+222.6% | $2,405+234.7% |
| Participant deferral / active EE | $9,120 | $3,240+181.5% | $3,699+146.5% | $4,131+120.8% |
| Admin fee / account holder | -$36 | $148-124.2% | $5,828-100.6% | $170-121.1% |