Filed May 17, 2023
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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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $153,020 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,169 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,956 | $57,610-70.6% | $154,803-89.0% | $102,872-83.5% |
| Participation rate | 74.7% | 59.5%+15.3pp | 78.1%-3.4pp | 73.0%+1.7pp |
| Annual return | 19.80% | 30.49%-10.7pp | 58.88%-39.1pp | 19.06%+0.7pp |
| Employer contribution / active EE | $1,412 | $1,883-25.0% | $4,305-67.2% | $3,526-60.0% |
| Participant deferral / active EE | $2,440 | $2,914-16.3% | $5,540-56.0% | $5,535-55.9% |
| Admin fee / account holder | $35 | $368-90.5% | $14,329-99.8% | $292-88.1% |