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 4-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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,681 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,724 | $47,648+50.5% | $130,648-45.1% | $67,579+6.1% |
| Participation rate | 34.6% | 60.4%-25.8pp | 71.7%-37.1pp | 71.3%-36.7pp |
| Annual return | 20.29% | 25.73%-5.4pp | 1708.96%-1688.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $457 | $1,408-67.5% | $4,092-88.8% | $2,148-78.7% |
| Participant deferral / active EE | $2,014 | $2,616-23.0% | $3,603-44.1% | $3,539-43.1% |
| Admin fee / account holder | $46 | $105-56.1% | $5,464-99.2% | $142-67.6% |