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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,921 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,882 |
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 | $197,689 | $174,559+13.3% | $105,387+87.6% | $67,579+192.5% |
| Participation rate | 93.1% | 88.2%+4.9pp | 82.6%+10.5pp | 71.3%+21.8pp |
| Annual return | 23.39% | 23.63%-0.2pp | 26.82%-3.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $4,607 | $4,874-5.5% | $4,213+9.3% | $2,148+114.5% |
| Participant deferral / active EE | $12,584 | $7,563+66.4% | $5,502+128.7% | $3,539+255.6% |
| Admin fee / account holder | $106 | $270-60.9% | $6,559-98.4% | $142-25.8% |