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) | $9,965 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,688 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $141,982 | $67,984+108.8% | $65,493+116.8% | $74,304+91.1% |
| Participation rate | 72.8% | 66.3%+6.5pp | 73.1%-0.3pp | 60.3%+12.5pp |
| Annual return | 18.08% | 19.87%-1.8pp | 982.45%-964.4pp | 29.43%-11.4pp |
| Employer contribution / active EE | $153 | $2,491-93.8% | $2,574-94.0% | $2,241-93.2% |
| Participant deferral / active EE | $10,142 | $3,346+203.1% | $3,961+156.0% | $3,767+169.2% |
| Admin fee / account holder | $83 | $1,373-94.0% | $5,028-98.4% | $2,969-97.2% |