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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,991 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,415 |
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 | $148,381 | $65,376+127.0% | $87,100+70.4% | $65,185+127.6% |
| Participation rate | 96.9% | 75.3%+21.6pp | 76.9%+20.1pp | 70.2%+26.7pp |
| Annual return | 22.60% | 31.27%-8.7pp | 28.19%-5.6pp | 29.38%-6.8pp |
| Employer contribution / active EE | $4,253 | $1,822+133.4% | $2,521+68.7% | $2,177+95.4% |
| Participant deferral / active EE | $6,232 | $3,388+83.9% | $4,049+53.9% | $3,514+77.3% |
| Admin fee / account holder | $95 | $520-81.7% | $7,497-98.7% | $847-88.8% |