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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,203 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,181 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,398 | $87,870+0.6% | $113,168-21.9% | $74,304+19.0% |
| Participation rate | 75.7% | 70.7%+5.0pp | 76.6%-0.8pp | 60.3%+15.4pp |
| Annual return | 14.23% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,216 | $2,277-2.7% | $2,975-25.5% | $2,241-1.1% |
| Participant deferral / active EE | $3,350 | $4,241-21.0% | $5,107-34.4% | $3,767-11.1% |
| Admin fee / account holder | $63 | $3,368-98.1% | $12,068-99.5% | $2,969-97.9% |