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) | $5,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,213 |
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 | $170,345 | $89,739+89.8% | $149,718+13.8% | $62,292+173.5% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 19.89% | 21.01%-1.1pp | 1501.63%-1481.7pp | 28.90%-9.0pp |
| Employer contribution / active EE | $10,131 | $3,233+213.4% | $5,445+86.1% | $2,042+396.1% |
| Participant deferral / active EE | $9,918 | $4,797+106.7% | $6,569+51.0% | $3,169+212.9% |
| Admin fee / account holder | $36 | $551-93.5% | $11,283-99.7% | $479-92.5% |