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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,196 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$7,063 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $148,542 | $88,515+67.8% | $162,163-8.4% | $67,579+119.8% |
| Participation rate | 95.3% | 86.8%+8.5pp | 87.6%+7.8pp | 71.3%+24.1pp |
| Annual return | 28.93% | 27.04%+1.9pp | 115.59%-86.7pp | 378.56%-349.6pp |
| Employer contribution / active EE | $3,643 | $3,563+2.2% | $5,614-35.1% | $2,148+69.6% |
| Participant deferral / active EE | $10,951 | $5,724+91.3% | $7,298+50.0% | $3,539+209.4% |
| Admin fee / account holder | $10 | $124-91.6% | $10,843-99.9% | $142-92.7% |