Filed September 2, 2022 (most recent of 4 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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,286 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$131,116 |
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 | $25,546 | $23,734+7.6% | $69,182-63.1% | $65,292-60.9% |
| Participation rate | 97.2% | 33.1%+64.1pp | 55.1%+42.1pp | 72.4%+24.8pp |
| Annual return | 7.88% | 19.78%-11.9pp | -21.93%+29.8pp | 11.84%-4.0pp |
| Employer contribution / active EE | $1,560 | $294+430.6% | $1,206+29.4% | $2,302-32.2% |
| Participant deferral / active EE | $1,993 | $695+186.5% | $1,897+5.0% | $3,579-44.3% |
| Admin fee / account holder | -$5 | $58-109.2% | $2,697-100.2% | $57-109.4% |