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 | $48,907 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,020 |
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 | $57,103 | $85,135-32.9% | $98,907-42.3% | $73,409-22.2% |
| Participation rate | 78.4% | 81.1%-2.7pp | 76.0%+2.4pp | 72.2%+6.2pp |
| Annual return | 28.10% | 19.14%+9.0pp | 196.43%-168.3pp | 59.29%-31.2pp |
| Employer contribution / active EE | $686 | $2,721-74.8% | $2,689-74.5% | $2,234-69.3% |
| Participant deferral / active EE | $2,494 | $4,349-42.7% | $4,244-41.2% | $3,805-34.5% |
| Admin fee / account holder | $88 | $139-37.2% | $6,642-98.7% | $158-44.6% |