Filed July 6, 2022 (most recent of 3 filings on file)
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) | $425,366 |
Service code 37 · EIN 04-2647786 | Loan Processing | $270,460 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,808 | $67,512+28.6% | $185,823-53.3% | $93,030-6.7% |
| Participation rate | 90.4% | 67.1%+23.3pp | 81.7%+8.7pp | 73.9%+16.5pp |
| Annual return | 14.63% | 21.04%-6.4pp | 122.05%-107.4pp | 158.70%-144.1pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $7,384 | $3,035+143.3% | $5,568+32.6% | $4,562+61.9% |
| Admin fee / account holder | $171 | $318-46.2% | $16,237-98.9% | $152+12.6% |