Filed April 23, 2021 (most recent of 6 filings on file)
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.5+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $545,239 |
Filed as: KESTRA ADVISORY SERVICES, INC. Service code 16 · EIN 35-2552359 | Consulting | $30,000 |
Service code 60 | Sub-TA Fees | $0 |
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 | $85,296 | $58,202+46.6% | $172,739-50.6% | $89,569-4.8% |
| Participation rate | 61.6% | 72.8%-11.2pp | 82.6%-21.0pp | 69.6%-7.9pp |
| Annual return | 23.20% | 61.59%-38.4pp | 802.84%-779.6pp | 34.56%-11.4pp |
| Employer contribution / active EE | $1,311 | $1,759-25.5% | $5,143-74.5% | $2,584-49.3% |
| Participant deferral / active EE | $4,462 | $3,335+33.8% | $5,198-14.2% | $4,220+5.7% |
| Admin fee / account holder | -$2 | $53-104.5% | $13,954-100.0% | $72-103.3% |