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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,312 |
MMA SECURITIES LLC4 years Filed as: MMC SECURITIES Service code 16 · EIN 04-2654524 | Consulting | $26,000 |
CARON & BLETZER, PLLC1 year Filed as: CARON BLETZER Service code 10 · EIN 04-3499945 | Accounting | $10,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,544 |
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 | $100,049 | $105,247-4.9% | $87,100+14.9% | $77,787+28.6% |
| Participation rate | 92.4% | 85.8%+6.6pp | 76.9%+15.5pp | 73.2%+19.2pp |
| Annual return | 23.37% | 24.52%-1.1pp | 28.19%-4.8pp | 32.57%-9.2pp |
| Employer contribution / active EE | $2,227 | $2,895-23.1% | $2,521-11.7% | $2,504-11.1% |
| Participant deferral / active EE | $5,509 | $5,060+8.9% | $4,049+36.1% | $3,967+38.9% |
| Admin fee / account holder | $81 | $104-22.6% | $7,497-98.9% | $100-19.2% |