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) | $7,845 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,829 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,925 | $72,254+34.1% | $86,677+11.8% | $64,808+49.6% |
| Participation rate | 94.1% | 80.4%+13.7pp | 76.6%+17.6pp | 71.5%+22.7pp |
| Annual return | -16.55% | 392.42%-409.0pp | 35.91%-52.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,318 | $2,393-44.9% | $2,836-53.5% | $2,506-47.4% |
| Participant deferral / active EE | $7,585 | $4,658+62.8% | $4,656+62.9% | $4,310+76.0% |
| Admin fee / account holder | $43 | $174-75.3% | $7,493-99.4% | $188-77.2% |