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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,519 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,669 |
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 | $108,522 | $63,905+69.8% | $74,183+46.3% | $57,658+88.2% |
| Participation rate | 69.0% | 79.8%-10.7pp | 76.6%-7.6pp | 70.2%-1.2pp |
| Annual return | 6.14% | 60.60%-54.5pp | 17.74%-11.6pp | 5.13%+1.0pp |
| Employer contribution / active EE | $968 | $1,840-47.4% | $2,370-59.1% | $1,974-50.9% |
| Participant deferral / active EE | $4,725 | $3,448+37.0% | $3,550+33.1% | $3,061+54.4% |
| Admin fee / account holder | -$11 | $91-111.7% | $5,586-100.2% | $95-111.3% |