Filed December 19, 2025 (most recent of 2 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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$331 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,076 | $72,770+49.9% | $67,652+61.2% | $55,191+97.6% |
| Participation rate | 65.1% | 78.8%-13.7pp | 75.7%-10.6pp | 69.2%-4.1pp |
| Annual return | 3.31% | -3.26%+6.6pp | 6625.04%-6621.7pp | 10.78%-7.5pp |
| Employer contribution / active EE | $893 | $1,769-49.5% | $2,266-60.6% | $1,899-53.0% |
| Participant deferral / active EE | $4,315 | $3,408+26.6% | $3,560+21.2% | $3,046+41.6% |
| Admin fee / account holder | $15 | $79-81.2% | $4,821-99.7% | $91-83.6% |