See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,927 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,403 |
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 | $51,562 | $100,801-48.8% | $149,696-65.6% | $73,409-29.8% |
| Participation rate | 93.8% | 77.7%+16.1pp | 82.5%+11.3pp | 72.2%+21.6pp |
| Annual return | 23.29% | 265.34%-242.0pp | 276.60%-253.3pp | 59.29%-36.0pp |
| Employer contribution / active EE | $1,516 | $3,312-54.2% | $4,644-67.4% | $2,234-32.1% |
| Participant deferral / active EE | $6,674 | $6,404+4.2% | $6,842-2.4% | $3,805+75.4% |
| Admin fee / account holder | $35 | $181-80.6% | $9,309-99.6% | $158-77.8% |