Filed March 7, 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 6-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 60 · EIN 04-2647786 | Sub-TA Fees | $49,171 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,403 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,414 | $67,512+5.8% | $185,823-61.6% | $93,030-23.2% |
| Participation rate | 95.5% | 67.1%+28.4pp | 81.7%+13.8pp | 73.9%+21.6pp |
| Annual return | 15.76% | 21.04%-5.3pp | 122.05%-106.3pp | 158.70%-142.9pp |
| Employer contribution / active EE | $3,832 | $1,783+114.9% | $5,167-25.8% | $2,706+41.6% |
| Participant deferral / active EE | $5,210 | $3,035+71.6% | $5,568-6.4% | $4,562+14.2% |
| Admin fee / account holder | $43 | $318-86.6% | $16,237-99.7% | $152-71.9% |