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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,443 |
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 | $48,942 | $80,753-39.4% | $136,294-64.1% | $62,292-21.4% |
| Participation rate | 92.2% | 73.5%+18.6pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | 19.77% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $608 | $2,884-78.9% | $4,695-87.0% | $2,042-70.2% |
| Participant deferral / active EE | $4,218 | $5,164-18.3% | $6,247-32.5% | $3,169+33.1% |
| Admin fee / account holder | $46 | $525-91.2% | $9,243-99.5% | $479-90.3% |