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 10-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,275 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,850 |
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 | $92,937 | $155,795-40.3% | $136,294-31.8% | $69,631+33.5% |
| Participation rate | 95.6% | 75.2%+20.4pp | 81.9%+13.7pp | 70.7%+25.0pp |
| Annual return | 21.09% | 232464.33%-232443.2pp | 5155.94%-5134.8pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $2,212 | $2,991-26.1% | $4,695-52.9% | $2,032+8.8% |
| Participant deferral / active EE | $8,116 | $5,394+50.5% | $6,247+29.9% | $3,224+151.8% |
| Admin fee / account holder | $37 | $128-71.2% | $9,243-99.6% | $110-66.5% |