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) | $5,887 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $131,335 | $89,652+46.5% | $141,162-7.0% | $65,185+101.5% |
| Participation rate | 87.9% | 74.7%+13.2pp | 82.5%+5.4pp | 70.2%+17.7pp |
| Annual return | 26.50% | 32.79%-6.3pp | 71.39%-44.9pp | 29.38%-2.9pp |
| Employer contribution / active EE | $5,460 | $3,065+78.2% | $4,735+15.3% | $2,177+150.9% |
| Participant deferral / active EE | $9,665 | $5,691+69.8% | $6,709+44.1% | $3,514+175.0% |
| Admin fee / account holder | $34 | $569-93.9% | $10,261-99.7% | $847-95.9% |