Filed March 29, 2023
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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,863 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,120 | $86,225+57.9% | $146,665-7.2% | $86,799+56.8% |
| Participation rate | 95.9% | 78.0%+17.9pp | 80.1%+15.8pp | 72.3%+23.6pp |
| Annual return | 15.15% | 31.23%-16.1pp | 22.74%-7.6pp | 97.91%-82.8pp |
| Employer contribution / active EE | $6,604 | $2,392+176.1% | $4,136+59.7% | $2,405+174.5% |
| Participant deferral / active EE | $5,959 | $4,245+40.4% | $5,506+8.2% | $4,131+44.3% |
| Admin fee / account holder | $85 | $195-56.3% | $10,280-99.2% | $170-49.7% |