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 9-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) | $5,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,975 |
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 | $137,587 | $73,638+86.8% | $95,952+43.4% | $73,488+87.2% |
| Participation rate | 89.4% | 76.2%+13.2pp | 77.1%+12.3pp | 70.7%+18.7pp |
| Annual return | 25.59% | 16.78%+8.8pp | 91.61%-66.0pp | 28.51%-2.9pp |
| Employer contribution / active EE | $2,943 | $1,863+58.0% | $2,541+15.8% | $2,270+29.7% |
| Participant deferral / active EE | $6,840 | $3,617+89.1% | $4,167+64.2% | $3,740+82.9% |
| Admin fee / account holder | -$88 | $482-118.3% | $6,795-101.3% | $513-117.1% |