Filed September 28, 2025 (most recent of 2 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,129 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,540 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $113,501 | $100,801+12.6% | $149,696-24.2% | $73,409+54.6% |
| Participation rate | 92.1% | 77.7%+14.4pp | 82.5%+9.6pp | 72.2%+19.9pp |
| Annual return | 7.19% | 265.34%-258.1pp | 276.60%-269.4pp | 59.29%-52.1pp |
| Employer contribution / active EE | $2,228 | $3,312-32.7% | $4,644-52.0% | $2,234-0.3% |
| Participant deferral / active EE | $7,631 | $6,404+19.1% | $6,842+11.5% | $3,805+100.5% |
| Admin fee / account holder | $148 | $181-18.0% | $9,309-98.4% | $158-6.1% |