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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,043 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,094 |
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 | $242,049 | $99,957+142.2% | $149,696+61.7% | $73,488+229.4% |
| Participation rate | 94.3% | 75.7%+18.6pp | 82.5%+11.9pp | 70.7%+23.7pp |
| Annual return | 22.94% | 53.87%-30.9pp | 276.60%-253.7pp | 28.51%-5.6pp |
| Employer contribution / active EE | $3,650 | $3,191+14.4% | $4,644-21.4% | $2,270+60.8% |
| Participant deferral / active EE | $13,447 | $6,073+121.4% | $6,842+96.5% | $3,740+259.6% |
| Admin fee / account holder | $52 | $551-90.5% | $9,309-99.4% | $513-89.8% |