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) | $36,523 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,570 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $260,400 | $98,982+163.1% | $162,163+60.6% | $65,185+299.5% |
| Participation rate | 90.2% | 85.8%+4.5pp | 87.6%+2.7pp | 70.2%+20.0pp |
| Annual return | 19.43% | 24.84%-5.4pp | 115.59%-96.2pp | 29.38%-10.0pp |
| Employer contribution / active EE | $3,978 | $3,467+14.7% | $5,614-29.1% | $2,177+82.8% |
| Participant deferral / active EE | $10,806 | $5,384+100.7% | $7,298+48.1% | $3,514+207.5% |
| Admin fee / account holder | $324 | $596-45.7% | $10,843-97.0% | $847-61.8% |