Filed June 16, 2023
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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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,140 |
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 | $45,521 | $82,783-45.0% | $133,956-66.0% | $90,288-49.6% |
| Participation rate | 92.3% | 81.3%+11.0pp | 79.8%+12.5pp | 73.4%+19.0pp |
| Annual return | 55.74% | 21.89%+33.8pp | 45.09%+10.7pp | 53.97%+1.8pp |
| Employer contribution / active EE | $1,186 | $2,388-50.3% | $3,919-69.7% | $2,524-53.0% |
| Participant deferral / active EE | $2,619 | $4,291-39.0% | $5,048-48.1% | $4,232-38.1% |
| Admin fee / account holder | $20 | $93-78.4% | $8,927-99.8% | $114-82.4% |