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 | $331,727 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,558 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,284 | $95,048-76.6% | $141,162-84.2% | $82,204-72.9% |
| Participation rate | 88.8% | 73.7%+15.0pp | 82.5%+6.3pp | 73.4%+15.4pp |
| Annual return | 66.67% | 26.89%+39.8pp | 71.39%-4.7pp | 26.31%+40.4pp |
| Employer contribution / active EE | $0 | $2,921-100.0% | $4,735-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $7,689 | $5,907+30.2% | $6,709+14.6% | $4,246+81.1% |
| Admin fee / account holder | $59 | $78-24.1% | $10,261-99.4% | $76-22.0% |