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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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,297 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,231 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,744 | $38,058+12.3% | $169,463-74.8% | $75,289-43.2% |
| Participation rate | 94.1% | 65.1%+29.0pp | 77.8%+16.3pp | 72.4%+21.7pp |
| Annual return | 17.45% | -2.88%+20.3pp | 1.83%+15.6pp | -0.04%+17.5pp |
| Employer contribution / active EE | $0 | $1,478-100.0% | $4,159-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,791 | $3,201-12.8% | $5,277-47.1% | $3,739-25.3% |
| Admin fee / account holder | $15 | $85-82.2% | $9,109-99.8% | $102-85.2% |