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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $292,487 |
Service code 27 · EIN 82-1364595 | Advisory (Plan) | $74,971 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $21,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,472 |
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 | $204,607 | $108,592+88.4% | $129,110+58.5% | $77,904+162.6% |
| Participation rate | 95.4% | 84.8%+10.7pp | 77.3%+18.2pp | 73.7%+21.8pp |
| Annual return | -16.01% | -13.72%-2.3pp | -10.94%-5.1pp | 12.21%-28.2pp |
| Employer contribution / active EE | $2,734 | $5,713-52.1% | $5,052-45.9% | $2,848-4.0% |
| Participant deferral / active EE | $9,370 | $7,051+32.9% | $6,542+43.2% | $4,806+95.0% |
| Admin fee / account holder | $259 | $91+183.1% | $14,302-98.2% | $133+95.1% |