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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,918 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,300 |
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 | $150,626 | $69,362+117.2% | $101,248+48.8% | $73,488+105.0% |
| Participation rate | 98.9% | 68.4%+30.6pp | 75.8%+23.1pp | 70.7%+28.3pp |
| Annual return | 19.65% | 18.46%+1.2pp | 46.47%-26.8pp | 28.51%-8.9pp |
| Employer contribution / active EE | $3,684 | $2,628+40.2% | $3,660+0.7% | $2,270+62.3% |
| Participant deferral / active EE | $7,699 | $3,300+133.3% | $4,370+76.2% | $3,740+105.9% |
| Admin fee / account holder | $48 | $704-93.2% | $5,945-99.2% | $513-90.6% |