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) | $18,567 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,515 |
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 | $149,300 | $89,652+66.5% | $141,162+5.8% | $65,185+129.0% |
| Participation rate | 92.5% | 74.7%+17.8pp | 82.5%+10.0pp | 70.2%+22.3pp |
| Annual return | 26.21% | 32.79%-6.6pp | 71.39%-45.2pp | 29.38%-3.2pp |
| Employer contribution / active EE | $5,837 | $3,065+90.5% | $4,735+23.3% | $2,177+168.2% |
| Participant deferral / active EE | $14,841 | $5,691+160.8% | $6,709+121.2% | $3,514+322.4% |
| Admin fee / account holder | $57 | $569-90.0% | $10,261-99.4% | $847-93.3% |