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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $81,583 |
CARON & BLETZER, PLLC3 years Service code 10 · EIN 04-3499945 | Accounting | $9,222 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES Service code 27 · EIN 06-1685865 | Advisory (Plan) | $8,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,350 |
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 | $86,380 | $65,118+32.7% | $76,768+12.5% | $55,725+55.0% |
| Participation rate | 93.4% | 79.6%+13.8pp | 77.0%+16.5pp | 70.9%+22.6pp |
| Annual return | -2.99% | -1.27%-1.7pp | 2.43%-5.4pp | 244.93%-247.9pp |
| Employer contribution / active EE | $2,090 | $1,941+7.7% | $2,485-15.9% | $2,078+0.6% |
| Participant deferral / active EE | $5,605 | $3,688+52.0% | $3,852+45.5% | $3,356+67.0% |
| Admin fee / account holder | $106 | $116-8.2% | $6,675-98.4% | $115-7.7% |