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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,572 |
ARMANINO LLP5+ years Service code 10 · EIN 94-6214841 | Accounting | $19,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,555 |
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 | $80,637 | $101,523-20.6% | $141,162-42.9% | $77,787+3.7% |
| Participation rate | 93.7% | 77.4%+16.3pp | 82.5%+11.2pp | 73.2%+20.5pp |
| Annual return | 29.12% | 56.22%-27.1pp | 71.39%-42.3pp | 32.57%-3.5pp |
| Employer contribution / active EE | $1,312 | $3,341-60.7% | $4,735-72.3% | $2,504-47.6% |
| Participant deferral / active EE | $8,769 | $6,434+36.3% | $6,709+30.7% | $3,967+121.0% |
| Admin fee / account holder | $33 | $92-64.1% | $10,261-99.7% | $100-67.2% |