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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,260 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
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 | $50,463 | $59,186-14.7% | $76,768-34.3% | $56,287-10.3% |
| Participation rate | 83.4% | 75.2%+8.2pp | 77.0%+6.5pp | 69.9%+13.6pp |
| Annual return | -5.73% | 6.62%-12.3pp | 2.43%-8.2pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,805 | $1,759+59.5% | $2,485+12.9% | $2,111+32.9% |
| Participant deferral / active EE | $8,596 | $3,255+164.1% | $3,852+123.2% | $3,350+156.6% |
| Admin fee / account holder | $47 | $489-90.5% | $6,675-99.3% | $521-91.1% |