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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,199 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,350 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,190 | $59,159+13.6% | $159,960-58.0% | $66,914+0.4% |
| Participation rate | 93.5% | 68.1%+25.4pp | 78.0%+15.6pp | 69.8%+23.7pp |
| Annual return | -18.73% | -12.26%-6.5pp | 408.60%-427.3pp | 1.58%-20.3pp |
| Employer contribution / active EE | $594 | $1,983-70.0% | $4,226-85.9% | $2,544-76.6% |
| Participant deferral / active EE | $5,765 | $4,395+31.2% | $6,182-6.8% | $4,237+36.1% |
| Admin fee / account holder | $30 | $591-95.0% | $8,698-99.7% | $593-95.0% |