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 | $6,444 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $442 |
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 | $54,029 | $75,284-28.2% | $91,001-40.6% | $69,631-22.4% |
| Participation rate | 76.6% | 80.4%-3.8pp | 75.6%+1.0pp | 70.7%+5.9pp |
| Annual return | 21.94% | 48.40%-26.5pp | 4.60%+17.3pp | 27571.02%-27549.1pp |
| Employer contribution / active EE | $997 | $2,473-59.7% | $2,456-59.4% | $2,032-50.9% |
| Participant deferral / active EE | $2,284 | $3,700-38.3% | $3,547-35.6% | $3,224-29.2% |
| Admin fee / account holder | $16 | $111-85.6% | $5,417-99.7% | $110-85.5% |