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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,042 |
MMA SECURITIES LLC1 year Service code 16 · EIN 22-3570392 | Consulting | $31,442 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,406 |
Form 5500 reported that benefits due were not provided when due.
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 | $29,484 | $41,850-29.5% | $96,562-69.5% | $101,517-71.0% |
| Participation rate | 87.5% | 58.3%+29.3pp | 69.8%+17.7pp | 74.6%+13.0pp |
| Annual return | 17.52% | 16.51%+1.0pp | 37.78%-20.3pp | 21.00%-3.5pp |
| Employer contribution / active EE | $1,186 | $929+27.7% | $2,356-49.7% | $2,973-60.1% |
| Participant deferral / active EE | $3,976 | $1,934+105.6% | $3,849+3.3% | $4,873-18.4% |
| Admin fee / account holder | $17 | $73-76.6% | $6,181-99.7% | $139-87.8% |