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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $42,320 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $28,335 |
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 | $60,920 | $50,127+21.5% | $149,673-59.3% | $80,160-24.0% |
| Participation rate | 97.0% | 64.3%+32.7pp | 78.8%+18.3pp | 72.9%+24.1pp |
| Annual return | 20.07% | 29.82%-9.7pp | 134.42%-114.3pp | 40.38%-20.3pp |
| Employer contribution / active EE | $3,763 | $1,865+101.8% | $4,818-21.9% | $2,978+26.4% |
| Participant deferral / active EE | $5,584 | $3,194+74.8% | $5,680-1.7% | $5,017+11.3% |
| Admin fee / account holder | $31 | $153-79.6% | $13,210-99.8% | $145-78.5% |