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) | $367,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$184,809 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $300,444 | $113,995+163.6% | $127,761+135.2% | $77,787+286.2% |
| Participation rate | 96.8% | 85.7%+11.1pp | 79.0%+17.8pp | 73.2%+23.6pp |
| Annual return | 21.93% | 26.09%-4.2pp | 26.14%-4.2pp | 32.57%-10.6pp |
| Employer contribution / active EE | $6,204 | $6,012+3.2% | $4,574+35.6% | $2,504+147.7% |
| Participant deferral / active EE | $11,266 | $7,267+55.0% | $6,021+87.1% | $3,967+184.0% |
| Admin fee / account holder | $115 | $108+7.1% | $9,395-98.8% | $100+15.4% |