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 | $48,065 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,164 |
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 | $104,760 | $106,028-1.2% | $146,958-28.7% | $77,643+34.9% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 17.86% | 56.73%-38.9pp | 418.34%-400.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $7,258 | $4,063+78.6% | $4,933+47.1% | $2,726+166.3% |
| Participant deferral / active EE | $21,037 | $7,990+163.3% | $8,070+160.7% | $4,647+352.7% |
| Admin fee / account holder | $106 | $337-68.7% | $12,998-99.2% | $430-75.4% |