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 | $17,725 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,102 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $25,718 | $26,479-2.9% | $74,701-65.6% | $77,787-66.9% |
| Participation rate | 43.8% | 37.6%+6.2pp | 54.5%-10.6pp | 73.2%-29.4pp |
| Annual return | 32.07% | 38.31%-6.2pp | 752.92%-720.9pp | 32.57%-0.5pp |
| Employer contribution / active EE | $562 | $440+27.8% | $1,084-48.1% | $2,504-77.6% |
| Participant deferral / active EE | $1,841 | $1,074+71.4% | $1,964-6.2% | $3,967-53.6% |
| Admin fee / account holder | $49 | $119-58.6% | $3,333-98.5% | $100-50.8% |