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 27 · EIN 20-8874282 | Advisory (Plan) | $75,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $63,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,019 |
VANCE FLOUHOUSE & GARGES, PLLC3+ years Filed as: VANCE FLOUHOUSE & GARGES Service code 10 · EIN 26-0005391 | Accounting | $7,800 |
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 | $84,512 | $89,274-5.3% | $149,718-43.6% | $77,958+8.4% |
| Participation rate | 83.5% | 87.6%-4.1pp | 87.1%-3.6pp | 71.6%+11.8pp |
| Annual return | 26.40% | 20.36%+6.0pp | 1501.63%-1475.2pp | 20.87%+5.5pp |
| Employer contribution / active EE | $1,531 | $3,727-58.9% | $5,445-71.9% | $2,310-33.7% |
| Participant deferral / active EE | $5,434 | $5,382+1.0% | $6,569-17.3% | $3,537+53.7% |
| Admin fee / account holder | $53 | $240-78.0% | $11,283-99.5% | $97-45.8% |