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) | $10,545 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,356 |
Employer contribution per participant 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 | $34,951 | $65,592-46.7% | $90,160-61.2% | $69,631-49.8% |
| Participation rate | 75.0% | 77.6%-2.6pp | 76.9%-1.8pp | 70.7%+4.3pp |
| Annual return | 31.32% | 57.10%-25.8pp | 34.88%-3.6pp | 27571.02%-27539.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $9,519 | $5,257+81.1% | $5,288+80.0% | $3,224+195.3% |
| Admin fee / account holder | $17 | $86-79.7% | $5,943-99.7% | $110-84.2% |