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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
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 | $119,060 | $93,182+27.8% | $146,665-18.8% | $79,386+50.0% |
| Participation rate | 96.3% | 76.4%+19.9pp | 80.1%+16.3pp | 70.7%+25.6pp |
| Annual return | 21.23% | 21.61%-0.4pp | 22.74%-1.5pp | 116.85%-95.6pp |
| Employer contribution / active EE | $1,096 | $2,420-54.7% | $4,136-73.5% | $2,427-54.9% |
| Participant deferral / active EE | $3,619 | $4,169-13.2% | $5,506-34.3% | $4,046-10.5% |
| Admin fee / account holder | $86 | $585-85.2% | $10,280-99.2% | $626-86.2% |