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) | $24,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$51,544 |
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 | $248,134 | $85,135+191.5% | $98,907+150.9% | $73,409+238.0% |
| Participation rate | 95.5% | 81.1%+14.3pp | 76.0%+19.5pp | 72.2%+23.3pp |
| Annual return | 24.12% | 19.14%+5.0pp | 196.43%-172.3pp | 59.29%-35.2pp |
| Employer contribution / active EE | $3,613 | $2,721+32.8% | $2,689+34.4% | $2,234+61.8% |
| Participant deferral / active EE | $6,684 | $4,349+53.7% | $4,244+57.5% | $3,805+75.7% |
| Admin fee / account holder | $52 | $139-62.4% | $6,642-99.2% | $158-66.8% |