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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,412 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $72,553 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,176 | $44,989-1.8% | $170,442-74.1% | $77,958-43.3% |
| Participation rate | 99.7% | 64.6%+35.1pp | 83.6%+16.1pp | 71.6%+28.1pp |
| Annual return | 15.24% | 19.61%-4.4pp | 205.93%-190.7pp | 20.87%-5.6pp |
| Employer contribution / active EE | $3,793 | $1,466+158.7% | $5,433-30.2% | $2,310+64.2% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $67 | $69-2.9% | $13,880-99.5% | $97-31.2% |