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) | $14,486 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,381 |
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 | $199,009 | $60,607+228.4% | $189,557+5.0% | $86,799+129.3% |
| Participation rate | 88.0% | 68.9%+19.1pp | 78.4%+9.5pp | 72.3%+15.7pp |
| Annual return | 15.49% | 65.18%-49.7pp | 64.17%-48.7pp | 97.91%-82.4pp |
| Employer contribution / active EE | $3,723 | $1,626+129.0% | $4,412-15.6% | $2,405+54.8% |
| Participant deferral / active EE | $10,832 | $3,895+178.1% | $6,174+75.5% | $4,131+162.2% |
| Admin fee / account holder | $6 | $159-96.2% | $9,807-99.9% | $170-96.4% |