Filed December 13, 2024 (most recent of 8 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $82,582 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,992 |
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 | $80,731 | $81,537-1.0% | $149,718-46.1% | $69,631+15.9% |
| Participation rate | 98.0% | 86.1%+11.9pp | 87.1%+11.0pp | 70.7%+27.3pp |
| Annual return | 18.95% | 22.79%-3.8pp | 1501.63%-1482.7pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $4,500 | $3,239+38.9% | $5,445-17.4% | $2,032+121.4% |
| Participant deferral / active EE | $3,655 | $4,994-26.8% | $6,569-44.4% | $3,224+13.4% |
| Admin fee / account holder | $131 | $107+22.9% | $11,283-98.8% | $110+19.0% |