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) | $983 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $17,625 | $65,908-73.3% | $81,812-78.5% | $77,643-77.3% |
| Participation rate | 73.4% | 65.8%+7.6pp | 72.3%+1.1pp | 70.6%+2.9pp |
| Annual return | 18.08% | 26.64%-8.6pp | 773.79%-755.7pp | 31.24%-13.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $2,912-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,912 | $3,505-16.9% | $4,319-32.6% | $4,647-37.3% |
| Admin fee / account holder | $2 | $526-99.5% | $7,386-100.0% | $430-99.4% |