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 | $31,691 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,139 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,175 | $71,516+164.5% | $98,439+92.2% | $71,457+164.7% |
| Participation rate | 87.2% | 72.7%+14.5pp | 75.2%+12.0pp | 67.9%+19.2pp |
| Annual return | 16.37% | 32.41%-16.0pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,994 | $2,399-16.9% | $3,048-34.6% | $2,588-22.9% |
| Participant deferral / active EE | $7,896 | $4,109+92.2% | $4,738+66.7% | $4,289+84.1% |
| Admin fee / account holder | $141 | $1,675-91.6% | $8,948-98.4% | $1,587-91.1% |