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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.
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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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,202 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $93,453 | $85,766+9.0% | $136,294-31.4% | $70,131+33.3% |
| Participation rate | 68.2% | 74.2%-6.0pp | 81.9%-13.7pp | 69.5%-1.4pp |
| Annual return | 20.81% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $6,711 | $2,966+126.3% | $4,695+42.9% | $2,342+186.5% |
| Participant deferral / active EE | $6,117 | $5,051+21.1% | $6,247-2.1% | $3,332+83.6% |
| Admin fee / account holder | $229 | $5,420-95.8% | $9,243-97.5% | $4,645-95.1% |