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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,210 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,689 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,064 | $72,607+25.4% | $90,749+0.3% | $66,914+36.1% |
| Participation rate | 91.4% | 73.7%+17.7pp | 75.7%+15.7pp | 69.8%+21.6pp |
| Annual return | -15.24% | -12.28%-3.0pp | -12.16%-3.1pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,640 | $2,369-30.8% | $2,921-43.9% | $2,544-35.6% |
| Participant deferral / active EE | $3,074 | $3,977-22.7% | $4,564-32.7% | $4,237-27.5% |
| Admin fee / account holder | $26 | $707-96.4% | $8,445-99.7% | $593-95.7% |