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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,139 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $5,050 |
Form 5500 reported that benefits due were not provided when due.
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 | $56,560 | $56,767-0.4% | $101,794-44.4% | $85,563-33.9% |
| Participation rate | 83.0% | 57.6%+25.4pp | 69.2%+13.8pp | 66.0%+17.0pp |
| Annual return | 19.76% | 17.76%+2.0pp | 30.53%-10.8pp | 31.51%-11.8pp |
| Employer contribution / active EE | $385 | $1,112-65.3% | $2,289-83.2% | $2,654-85.5% |
| Participant deferral / active EE | $5,212 | $2,720+91.6% | $4,084+27.6% | $4,375+19.1% |
| Admin fee / account holder | $29 | $1,098-97.4% | $8,777-99.7% | $834-96.5% |