See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,562 |
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 | $198,553 | $89,652+121.5% | $141,162+40.7% | $65,185+204.6% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.5%+12.7pp | 70.2%+25.0pp |
| Annual return | 27.45% | 32.79%-5.3pp | 71.39%-43.9pp | 29.38%-1.9pp |
| Employer contribution / active EE | $3,577 | $3,065+16.7% | $4,735-24.5% | $2,177+64.3% |
| Participant deferral / active EE | $12,702 | $5,691+123.2% | $6,709+89.3% | $3,514+261.5% |
| Admin fee / account holder | $52 | $569-90.8% | $10,261-99.5% | $847-93.8% |