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 | $5,126 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $383 |
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 | $53,062 | $74,024-28.3% | $77,999-32.0% | $57,658-8.0% |
| Participation rate | 85.2% | 79.7%+5.5pp | 75.5%+9.7pp | 70.2%+15.0pp |
| Annual return | 6.31% | 12.14%-5.8pp | 425.96%-419.7pp | 5.13%+1.2pp |
| Employer contribution / active EE | $1,093 | $2,365-53.8% | $2,470-55.8% | $1,974-44.6% |
| Participant deferral / active EE | $2,463 | $3,533-30.3% | $3,497-29.6% | $3,061-19.5% |
| Admin fee / account holder | $15 | $93-84.2% | $5,480-99.7% | $95-84.5% |