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 | $94,801 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,109 |
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 | $70,534 | $80,005-11.8% | $140,016-49.6% | $55,725+26.6% |
| Participation rate | 97.5% | 87.0%+10.5pp | 87.5%+10.0pp | 70.9%+26.6pp |
| Annual return | -5.56% | 0.46%-6.0pp | 651.12%-656.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $4,660 | $3,403+37.0% | $5,606-16.9% | $2,078+124.2% |
| Participant deferral / active EE | $3,794 | $5,264-27.9% | $6,927-45.2% | $3,356+13.1% |
| Admin fee / account holder | $147 | $116+27.2% | $10,705-98.6% | $115+27.7% |