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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.
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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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,638 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,784 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,366 | $88,634-9.3% | $101,326-20.7% | $74,304+8.2% |
| Participation rate | 83.7% | 76.9%+6.8pp | 81.5%+2.2pp | 60.3%+23.4pp |
| Annual return | 25.60% | 33.10%-7.5pp | 36.82%-11.2pp | 29.43%-3.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $13,827 | $7,322+88.8% | $7,994+73.0% | $3,767+267.0% |
| Admin fee / account holder | $45 | $2,425-98.1% | $11,185-99.6% | $2,969-98.5% |