Filed January 6, 2021
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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,228 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,241 | $142,424+22.3% | $100,534+73.3% | $74,304+134.5% |
| Participation rate | 96.2% | 79.6%+16.7pp | 80.6%+15.6pp | 60.3%+35.9pp |
| Annual return | 14.09% | 27.53%-13.4pp | 32.66%-18.6pp | 29.43%-15.3pp |
| Employer contribution / active EE | $5,735 | $5,555+3.2% | $4,346+31.9% | $2,241+155.9% |
| Participant deferral / active EE | $7,378 | $8,247-10.5% | $6,144+20.1% | $3,767+95.9% |
| Admin fee / account holder | $251 | $1,986-87.4% | $7,654-96.7% | $2,969-91.6% |