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 37 · EIN 04-2647786 | Loan Processing | $53,427 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,613 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $124,313 | $82,202+51.2% | $125,339-0.8% | $64,808+91.8% |
| Participation rate | 72.6% | 77.9%-5.3pp | 82.4%-9.8pp | 71.5%+1.1pp |
| Annual return | -14.93% | 3.48%-18.4pp | 572.05%-587.0pp | 32.82%-47.7pp |
| Employer contribution / active EE | $2,495 | $3,615-31.0% | $4,814-48.2% | $2,506-0.4% |
| Participant deferral / active EE | $13,383 | $7,175+86.5% | $7,446+79.7% | $4,310+210.5% |
| Admin fee / account holder | $107 | $163-34.2% | $10,010-98.9% | $188-42.8% |