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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $48,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,383 |
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 | $140,135 | $69,159+102.6% | $125,175+12.0% | $67,579+107.4% |
| Participation rate | 97.1% | 78.2%+18.9pp | 79.8%+17.3pp | 71.3%+25.8pp |
| Annual return | 21.40% | 27.12%-5.7pp | 43.79%-22.4pp | 378.56%-357.2pp |
| Employer contribution / active EE | $3,800 | $2,023+87.8% | $3,865-1.7% | $2,148+76.9% |
| Participant deferral / active EE | $5,487 | $3,700+48.3% | $4,937+11.1% | $3,539+55.0% |
| Admin fee / account holder | $54 | $142-62.0% | $9,702-99.4% | $142-62.1% |