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) | $34,357 |
ARMANINO LLP2+ years Service code 10 · EIN 94-6214841 | Accounting | $13,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,770 |
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 | $57,519 | $85,635-32.8% | $123,892-53.6% | $63,975-10.1% |
| Participation rate | 92.6% | 74.9%+17.7pp | 81.4%+11.2pp | 71.1%+21.5pp |
| Annual return | 11.36% | 15.74%-4.4pp | 47.52%-36.2pp | 48.65%-37.3pp |
| Employer contribution / active EE | $1,331 | $3,076-56.7% | $4,617-71.2% | $2,182-39.0% |
| Participant deferral / active EE | $7,877 | $5,667+39.0% | $5,984+31.6% | $3,356+134.7% |
| Admin fee / account holder | $18 | $75-76.6% | $8,357-99.8% | $70-75.1% |