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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,790 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $475 |
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 | $74,959 | $70,908+5.7% | $98,907-24.2% | $73,488+2.0% |
| Participation rate | 90.8% | 73.8%+17.0pp | 76.0%+14.8pp | 70.7%+20.1pp |
| Annual return | 15.88% | 34.17%-18.3pp | 196.43%-180.6pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,349 | $2,036-33.8% | $2,689-49.8% | $2,270-40.6% |
| Participant deferral / active EE | $2,493 | $3,500-28.8% | $4,244-41.3% | $3,740-33.3% |
| Admin fee / account holder | $53 | $535-90.2% | $6,642-99.2% | $513-89.7% |