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) | $53,720 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 | Consulting | $25,000 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO EVALUATIONS, INC Service code 16 · EIN 22-3189064 | Consulting | $25,000 |
PKF O'CONNOR DAVIES, LLP7+ years Service code 10 · EIN 27-1728945 | Accounting | $17,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$150,727 |
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 | $141,028 | $87,621+61.0% | $86,436+63.2% | $77,904+81.0% |
| Participation rate | 99.0% | 85.8%+13.2pp | 80.3%+18.6pp | 73.7%+25.3pp |
| Annual return | -17.22% | -13.90%-3.3pp | 4394.89%-4412.1pp | 12.21%-29.4pp |
| Employer contribution / active EE | $5,459 | $3,474+57.2% | $3,769+44.9% | $2,848+91.7% |
| Participant deferral / active EE | $13,302 | $8,645+53.9% | $6,952+91.3% | $4,806+176.8% |
| Admin fee / account holder | -$7 | $85-108.4% | $6,731-100.1% | $133-105.4% |