Filed January 26, 2026 (most recent of 12 filings on file)
Total covered: 36 employees
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 5-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 |
|---|---|---|
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,840 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,440 | $125,758+94.4% | $169,993+43.8% | $75,163+225.2% |
| Participation rate | 98.0% | 83.6%+14.4pp | 87.0%+11.0pp | 67.2%+30.8pp |
| Annual return | 19.55% | 27.20%-7.6pp | 53.37%-33.8pp | 160.62%-141.1pp |
| Employer contribution / active EE | $7,744 | $4,615+67.8% | $6,785+14.1% | $2,670+190.1% |
| Participant deferral / active EE | $7,571 | $6,837+10.7% | $10,408-27.3% | $4,125+83.5% |
| Admin fee / account holder | $99 | $8,173-98.8% | $12,815-99.2% | $5,651-98.2% |