Filed July 6, 2022 (most recent of 3 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 |
|---|---|---|
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $49,634 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,632 |
Participant 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 | $62,998 | $53,136+18.6% | $155,509-59.5% | $199,593-68.4% |
| Participation rate | 85.4% | 64.1%+21.3pp | 78.2%+7.2pp | 72.0%+13.4pp |
| Annual return | 12.38% | 41.15%-28.8pp | 64.67%-52.3pp | 34.25%-21.9pp |
| Employer contribution / active EE | $4,656 | $1,851+151.6% | $4,672-0.3% | $3,034+53.5% |
| Participant deferral / active EE | $0 | $3,161-100.0% | $5,626-100.0% | $5,087-100.0% |
| Admin fee / account holder | $21 | $185-88.5% | $15,912-99.9% | $269-92.1% |