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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,411 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,613 |
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 | $124,028 | $88,730+39.8% | $82,313+50.7% | $77,958+59.1% |
| Participation rate | 69.8% | 84.5%-14.7pp | 76.9%-7.1pp | 71.6%-1.8pp |
| Annual return | 25.50% | 20.88%+4.6pp | 25.88%-0.4pp | 20.87%+4.6pp |
| Employer contribution / active EE | $950 | $2,758-65.5% | $2,428-60.9% | $2,310-58.9% |
| Participant deferral / active EE | $4,849 | $4,634+4.6% | $3,706+30.8% | $3,537+37.1% |
| Admin fee / account holder | -$24 | $74-132.3% | $5,608-100.4% | $97-124.6% |