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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,980 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,627 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,642 | $99,078+12.7% | $96,544+15.6% | $74,419+50.0% |
| Participation rate | 94.6% | 80.7%+13.9pp | 76.0%+18.6pp | 70.7%+23.9pp |
| Annual return | 21.26% | 22.48%-1.2pp | 25.84%-4.6pp | 34.38%-13.1pp |
| Employer contribution / active EE | $2,579 | $2,570+0.3% | $2,965-13.0% | $2,637-2.2% |
| Participant deferral / active EE | $8,989 | $4,933+82.2% | $4,851+85.3% | $4,528+98.5% |
| Admin fee / account holder | $112 | $225-50.0% | $8,252-98.6% | $348-67.7% |