Filed October 10, 2025 (most recent of 10 filings on file)
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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $309,445 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,079 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,489 | $63,964-22.6% | $147,614-66.5% | $67,505-26.7% |
| Participation rate | 86.2% | 68.6%+17.6pp | 84.6%+1.6pp | 71.2%+15.0pp |
| Annual return | -0.02% | 9.05%-9.1pp | 61.98%-62.0pp | 6.52%-6.5pp |
| Employer contribution / active EE | $3,831 | $1,618+136.7% | $5,564-31.2% | $2,173+76.3% |
| Participant deferral / active EE | $3,200 | $2,589+23.6% | $4,895-34.6% | $3,597-11.0% |
| Admin fee / account holder | $28 | $43-33.8% | $11,611-99.8% | $56-49.6% |