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) | $19,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$213,417 |
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 | $126,086 | $86,338+46.0% | $91,989+37.1% | $77,787+62.1% |
| Participation rate | 98.5% | 82.9%+15.6pp | 78.6%+19.9pp | 73.2%+25.3pp |
| Annual return | 26.49% | 29.65%-3.2pp | 69.02%-42.5pp | 32.57%-6.1pp |
| Employer contribution / active EE | $4,631 | $2,988+55.0% | $3,452+34.2% | $2,504+84.9% |
| Participant deferral / active EE | $10,695 | $6,908+54.8% | $5,923+80.6% | $3,967+169.6% |
| Admin fee / account holder | -$52 | $79-165.3% | $7,743-100.7% | $100-151.8% |