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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,925 |
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 | $58,048 | $61,473-5.6% | $81,930-29.1% | $73,409-20.9% |
| Participation rate | 98.7% | 72.4%+26.3pp | 72.0%+26.7pp | 72.2%+26.5pp |
| Annual return | 15.88% | 28.26%-12.4pp | 29.49%-13.6pp | 59.29%-43.4pp |
| Employer contribution / active EE | $1,125 | $1,898-40.7% | $4,310-73.9% | $2,234-49.6% |
| Participant deferral / active EE | $3,670 | $3,080+19.1% | $7,107-48.4% | $3,805-3.6% |
| Admin fee / account holder | $31 | $125-75.3% | $5,158-99.4% | $158-80.3% |