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 27 · EIN 47-1411118 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,585 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $6,331 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,232 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $60 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,528 | $64,612-7.9% | $86,436-31.1% | $64,808-8.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -15.03% | 0.66%-15.7pp | 4394.89%-4409.9pp | 32.82%-47.8pp |
| Employer contribution / active EE | $3,685 | $2,744+34.3% | $3,769-2.2% | $2,506+47.1% |
| Participant deferral / active EE | $11,476 | $7,497+53.1% | $6,952+65.1% | $4,310+166.2% |
| Admin fee / account holder | $84 | $169-50.1% | $6,731-98.7% | $188-55.1% |