Filed May 3, 2024 (most recent of 11 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,236 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $700 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,087 | $58,083+17.2% | $80,019-14.9% | $56,287+21.0% |
| Participation rate | 90.8% | 73.6%+17.2pp | 75.8%+15.0pp | 69.9%+20.9pp |
| Annual return | -4.78% | 34.61%-39.4pp | 11.22%-16.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,435 | $1,932-25.7% | $2,468-41.9% | $2,111-32.0% |
| Participant deferral / active EE | $2,697 | $3,135-14.0% | $3,686-26.8% | $3,350-19.5% |
| Admin fee / account holder | $53 | $623-91.5% | $6,521-99.2% | $521-89.8% |