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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,348 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
Filed as: NEW CENTURY INVESTMENT MGMT, LLC Service code 16 · EIN 20-1232890 | Consulting | $11,000 |
Service code 16 · EIN 04-2530412 | Consulting | $7,484 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$27,708 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,159 | $50,982+163.2% | $154,803-13.3% | $85,563+56.8% |
| Participation rate | 98.9% | 59.8%+39.1pp | 78.1%+20.9pp | 66.0%+33.0pp |
| Annual return | 16.10% | 30.35%-14.3pp | 58.88%-42.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $7,005 | $1,708+310.1% | $4,305+62.7% | $2,654+164.0% |
| Participant deferral / active EE | $8,697 | $2,474+251.5% | $5,540+57.0% | $4,375+98.8% |
| Admin fee / account holder | $117 | $846-86.2% | $14,329-99.2% | $834-86.0% |