Filed March 30, 2022 (most recent of 3 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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $60,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,955 |
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 | $188,151 | $187,277+0.5% | $112,977+66.5% | $90,288+108.4% |
| Participation rate | 97.3% | 91.6%+5.8pp | 82.6%+14.8pp | 73.4%+24.0pp |
| Annual return | 13.60% | 26.33%-12.7pp | 24.24%-10.6pp | 53.97%-40.4pp |
| Employer contribution / active EE | $2,708 | $5,263-48.5% | $4,255-36.4% | $2,524+7.3% |
| Participant deferral / active EE | $11,636 | $8,833+31.7% | $5,836+99.4% | $4,232+174.9% |
| Admin fee / account holder | $25 | $102-75.0% | $6,294-99.6% | $114-77.7% |