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 | $107,373 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,494 |
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 | $94,872 | $111,608-15.0% | $177,821-46.6% | $73,409+29.2% |
| Participation rate | 95.4% | 87.9%+7.5pp | 87.7%+7.7pp | 72.2%+23.2pp |
| Annual return | 17.22% | 18.23%-1.0pp | 48.32%-31.1pp | 59.29%-42.1pp |
| Employer contribution / active EE | $5,373 | $3,796+41.5% | $5,918-9.2% | $2,234+140.5% |
| Participant deferral / active EE | $4,701 | $6,199-24.2% | $7,714-39.1% | $3,805+23.5% |
| Admin fee / account holder | $159 | $166-4.0% | $12,427-98.7% | $158+0.6% |