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) | $12,065 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$15,719 |
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 | $203,429 | $111,608+82.3% | $177,821+14.4% | $73,409+177.1% |
| Participation rate | 93.8% | 87.9%+6.0pp | 87.7%+6.1pp | 72.2%+21.6pp |
| Annual return | 39.23% | 18.23%+21.0pp | 48.32%-9.1pp | 59.29%-20.1pp |
| Employer contribution / active EE | $9,576 | $3,796+152.3% | $5,918+61.8% | $2,234+328.7% |
| Participant deferral / active EE | $11,157 | $6,199+80.0% | $7,714+44.6% | $3,805+193.2% |
| Admin fee / account holder | -$11 | $166-106.4% | $12,427-100.1% | $158-106.7% |