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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,967 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$5,723 |
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 | $97,183 | $71,516+35.9% | $98,439-1.3% | $71,457+36.0% |
| Participation rate | 82.6% | 72.7%+9.9pp | 75.2%+7.4pp | 67.9%+14.7pp |
| Annual return | 16.49% | 32.41%-15.9pp | 21.16%-4.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,429 | $2,399-40.4% | $3,048-53.1% | $2,588-44.8% |
| Participant deferral / active EE | $2,645 | $4,109-35.6% | $4,738-44.2% | $4,289-38.3% |
| Admin fee / account holder | $18 | $1,675-98.9% | $8,948-99.8% | $1,587-98.9% |