Filed June 2, 2026 (most recent of 3 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.3 years Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,839 |
Service code 10 · EIN 56-1350306 | Accounting | $6,869 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,464 |
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 | $121,630 | $62,928+93.3% | $172,739-29.6% | $67,579+80.0% |
| Participation rate | 99.6% | 64.5%+35.1pp | 82.6%+17.0pp | 71.3%+28.3pp |
| Annual return | 22.28% | 30.36%-8.1pp | 802.84%-780.6pp | 378.56%-356.3pp |
| Employer contribution / active EE | $7,095 | $1,636+333.6% | $5,143+37.9% | $2,148+230.3% |
| Participant deferral / active EE | $4,590 | $2,145+114.0% | $5,198-11.7% | $3,539+29.7% |
| Admin fee / account holder | $27 | $167-84.0% | $13,954-99.8% | $142-81.3% |