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 year Filed as: STRATEGIC ADVISORS INC. Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $92,646 | $75,419+22.8% | $392,568-76.4% | $67,579+37.1% |
| Participation rate | 44.4% | 74.8%-30.5pp | 78.1%-33.7pp | 71.3%-26.9pp |
| Annual return | 27.43% | 36.70%-9.3pp | 24.42%+3.0pp | 378.56%-351.1pp |
| Employer contribution / active EE | $0 | $2,636-100.0% | $3,783-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,216 | $4,347-3.0% | $5,985-29.6% | $3,539+19.1% |
| Admin fee / account holder | $53 | $114-53.0% | $6,260-99.1% | $142-62.4% |