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 9-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.1+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,537 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,906 | $57,435+13.0% | $105,218-38.3% | $55,191+17.6% |
| Participation rate | 37.4% | 71.3%-34.0pp | 77.2%-39.8pp | 69.2%-31.8pp |
| Annual return | 1.98% | 2.97%-1.0pp | 5.33%-3.4pp | 10.78%-8.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $3,255-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,320 | $3,495-5.0% | $4,867-31.8% | $3,046+9.0% |
| Admin fee / account holder | $20 | $70-71.6% | $6,992-99.7% | $91-78.0% |