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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,346 |
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 | $135,771 | $105,247+29.0% | $87,100+55.9% | $77,787+74.5% |
| Participation rate | 74.5% | 85.8%-11.3pp | 76.9%-2.4pp | 73.2%+1.3pp |
| Annual return | 27.35% | 24.52%+2.8pp | 28.19%-0.8pp | 32.57%-5.2pp |
| Employer contribution / active EE | $1,140 | $2,895-60.6% | $2,521-54.8% | $2,504-54.5% |
| Participant deferral / active EE | $5,806 | $5,060+14.7% | $4,049+43.4% | $3,967+46.3% |
| Admin fee / account holder | -$2 | $104-102.3% | $7,497-100.0% | $100-102.4% |