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.2+ years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,782 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,988 |
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 | $70,905 | $65,820+7.7% | $108,745-34.8% | $57,658+23.0% |
| Participation rate | 40.0% | 72.7%-32.7pp | 77.7%-37.7pp | 70.2%-30.3pp |
| Annual return | 7.24% | 21.32%-14.1pp | 46.22%-39.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $0 | $2,285-100.0% | $3,323-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,568 | $3,578-0.3% | $5,121-30.3% | $3,061+16.6% |
| Admin fee / account holder | $27 | $91-70.8% | $6,144-99.6% | $95-71.9% |