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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,113 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,381 |
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 | $93,120 | $73,638+26.5% | $95,952-3.0% | $73,488+26.7% |
| Participation rate | 97.0% | 76.2%+20.8pp | 77.1%+19.9pp | 70.7%+26.3pp |
| Annual return | 13.81% | 16.78%-3.0pp | 91.61%-77.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $2,472 | $1,863+32.7% | $2,541-2.7% | $2,270+8.9% |
| Participant deferral / active EE | $3,216 | $3,617-11.1% | $4,167-22.8% | $3,740-14.0% |
| Admin fee / account holder | $47 | $482-90.1% | $6,795-99.3% | $513-90.7% |