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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,740 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,415 |
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 | $171,473 | $155,795+10.1% | $136,294+25.8% | $69,631+146.3% |
| Participation rate | 93.6% | 75.2%+18.3pp | 81.9%+11.6pp | 70.7%+22.9pp |
| Annual return | 20.34% | 232464.33%-232444.0pp | 5155.94%-5135.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $5,576 | $2,991+86.4% | $4,695+18.7% | $2,032+174.4% |
| Participant deferral / active EE | $16,410 | $5,394+204.3% | $6,247+162.7% | $3,224+409.1% |
| Admin fee / account holder | $36 | $128-71.9% | $9,243-99.6% | $110-67.3% |