Filed August 29, 2023 (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 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) | $5,780 |
Service code 37 · EIN 04-2647786 | Loan Processing | $625 |
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 | $36,944 | $60,165-38.6% | $74,183-50.2% | $55,167-33.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 76.6%+12.3pp | 69.0%+19.9pp |
| Annual return | 10.33% | 10.00%+0.3pp | 17.74%-7.4pp | 169.23%-158.9pp |
| Employer contribution / active EE | $2,889 | $1,600+80.6% | $2,370+21.9% | $1,963+47.2% |
| Participant deferral / active EE | $8,305 | $2,973+179.4% | $3,550+134.0% | $3,054+171.9% |
| Admin fee / account holder | $27 | $419-93.6% | $5,586-99.5% | $504-94.7% |