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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.
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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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $130,185 | $73,102+78.1% | $123,544+5.4% | $56,287+131.3% |
| Participation rate | 99.0% | 74.3%+24.7pp | 82.3%+16.7pp | 69.9%+29.2pp |
| Annual return | -7.62% | 3.01%-10.6pp | 119.20%-126.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $8,241 | $2,977+176.8% | $4,628+78.1% | $2,111+290.4% |
| Participant deferral / active EE | $8,469 | $5,423+56.2% | $6,426+31.8% | $3,350+152.8% |
| Admin fee / account holder | $74 | $554-86.7% | $9,284-99.2% | $521-85.9% |