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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,321 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,073 |
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 | $233,361 | $79,523+193.5% | $140,016+66.7% | $56,287+314.6% |
| Participation rate | 89.9% | 85.7%+4.2pp | 87.5%+2.4pp | 69.9%+20.0pp |
| Annual return | -3.84% | 2.39%-6.2pp | 651.12%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $3,829 | $3,350+14.3% | $5,606-31.7% | $2,111+81.4% |
| Participant deferral / active EE | $10,743 | $5,129+109.5% | $6,927+55.1% | $3,350+220.7% |
| Admin fee / account holder | $245 | $614-60.0% | $10,705-97.7% | $521-52.9% |