Filed April 23, 2021 (most recent of 6 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,180 |
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 | $45,032 | $45,382-0.8% | $154,107-70.8% | $75,289-40.2% |
| Participation rate | 46.5% | 65.9%-19.4pp | 83.0%-36.5pp | 72.4%-25.9pp |
| Annual return | -5.57% | -0.47%-5.1pp | 735.12%-740.7pp | -0.04%-5.5pp |
| Employer contribution / active EE | $392 | $1,533-74.4% | $5,298-92.6% | $2,405-83.7% |
| Participant deferral / active EE | $1,268 | $2,384-46.8% | $5,081-75.0% | $3,739-66.1% |
| Admin fee / account holder | $28 | $89-68.8% | $13,411-99.8% | $102-72.8% |