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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,949 |
Service code 37 · EIN 04-2647786 | Loan Processing | $79,072 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $330,142 | $88,122+274.6% | $141,162+133.9% | $67,579+388.5% |
| Participation rate | 85.1% | 76.5%+8.6pp | 82.5%+2.6pp | 71.3%+13.8pp |
| Annual return | 22.87% | 75.40%-52.5pp | 71.39%-48.5pp | 378.56%-355.7pp |
| Employer contribution / active EE | $9,682 | $3,224+200.3% | $4,735+104.5% | $2,148+350.8% |
| Participant deferral / active EE | $8,615 | $5,958+44.6% | $6,709+28.4% | $3,539+143.4% |
| Admin fee / account holder | $137 | $131+4.7% | $10,261-98.7% | $142-3.7% |