Filed September 15, 2025 (most recent of 2 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 | $37,154 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,858 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $132,202 | $79,523+66.2% | $140,016-5.6% | $56,287+134.9% |
| Participation rate | 99.0% | 85.7%+13.3pp | 87.5%+11.5pp | 69.9%+29.2pp |
| Annual return | -5.18% | 2.39%-7.6pp | 651.12%-656.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $6,416 | $3,350+91.5% | $5,606+14.5% | $2,111+203.9% |
| Participant deferral / active EE | $6,361 | $5,129+24.0% | $6,927-8.2% | $3,350+89.9% |
| Admin fee / account holder | $170 | $614-72.4% | $10,705-98.4% | $521-67.4% |