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 | $27,669 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,522 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,322 | $92,055+12.2% | $106,213-2.7% | $77,643+33.1% |
| Participation rate | 82.7% | 81.0%+1.6pp | 75.3%+7.4pp | 70.6%+12.1pp |
| Annual return | 14.36% | 17.91%-3.5pp | 116.14%-101.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,514 | $3,367-55.0% | $3,171-52.3% | $2,726-44.5% |
| Participant deferral / active EE | $3,291 | $5,386-38.9% | $5,016-34.4% | $4,647-29.2% |
| Admin fee / account holder | $73 | $219-66.9% | $11,033-99.3% | $430-83.1% |