Filed February 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $337,112 |
FID INV INST OPS CO9+ years Service code 15 · EIN 04-2647786 | Recordkeeping | $86,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,770 | $136,853+31.4% | $130,231+38.0% | $80,160+124.3% |
| Participation rate | 98.1% | 81.6%+16.4pp | 76.3%+21.8pp | 72.9%+25.1pp |
| Annual return | 17.93% | 22.66%-4.7pp | 38.77%-20.8pp | 40.38%-22.5pp |
| Employer contribution / active EE | $5,975 | $3,395+76.0% | $4,126+44.8% | $2,978+100.7% |
| Participant deferral / active EE | $11,776 | $5,856+101.1% | $6,799+73.2% | $5,017+134.7% |
| Admin fee / account holder | $75 | $184-59.4% | $6,020-98.8% | $145-48.5% |