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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,148 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,950 |
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 | $75,805 | $66,310+14.3% | $93,606-19.0% | $65,185+16.3% |
| Participation rate | 92.6% | 74.0%+18.6pp | 75.8%+16.7pp | 70.2%+22.4pp |
| Annual return | 24.14% | 42.58%-18.4pp | 32.76%-8.6pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,397 | $2,012-30.6% | $2,718-48.6% | $2,177-35.8% |
| Participant deferral / active EE | $2,656 | $3,342-20.5% | $4,069-34.7% | $3,514-24.4% |
| Admin fee / account holder | $67 | $6,897-99.0% | $7,888-99.2% | $847-92.1% |