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) | $15,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,306 |
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 | $105,034 | $71,666+46.6% | $117,854-10.9% | $69,631+50.8% |
| Participation rate | 95.2% | 77.5%+17.7pp | 79.7%+15.5pp | 70.7%+24.5pp |
| Annual return | 25.74% | 18.86%+6.9pp | 335.08%-309.3pp | 27571.02%-27545.3pp |
| Employer contribution / active EE | $3,230 | $1,889+71.0% | $3,786-14.7% | $2,032+59.0% |
| Participant deferral / active EE | $7,634 | $3,340+128.6% | $4,482+70.3% | $3,224+136.8% |
| Admin fee / account holder | $40 | $120-67.0% | $8,020-99.5% | $110-64.1% |