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) | $57,034 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $46,698 |
CITRIN COOPERMAN4 years Service code 10 · EIN 22-2428965 | Accounting | $5,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,957 |
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 | $171,875 | $241,101-28.7% | $103,333+66.3% | $199,593-13.9% |
| Participation rate | 81.1% | 78.3%+2.8pp | 74.5%+6.6pp | 72.0%+9.1pp |
| Annual return | 14.82% | 17.80%-3.0pp | 24.88%-10.1pp | 34.25%-19.4pp |
| Employer contribution / active EE | $2,606 | $4,244-38.6% | $3,868-32.6% | $3,034-14.1% |
| Participant deferral / active EE | $8,929 | $3,958+125.6% | $5,057+76.5% | $5,087+75.5% |
| Admin fee / account holder | $40 | $288-86.1% | $8,355-99.5% | $269-85.1% |