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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $349,425 |
Filed as: CAPTRUST Service code 16 · EIN 26-0058143 | Consulting | $199,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$730,797 |
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 | $157,846 | $110,760+42.5% | $162,163-2.7% | $82,204+92.0% |
| Participation rate | 100.0% | 92.7%+7.3pp | 87.6%+12.4pp | 73.4%+26.6pp |
| Annual return | 22.81% | 22.97%-0.2pp | 115.59%-92.8pp | 26.31%-3.5pp |
| Employer contribution / active EE | $9,014 | $4,437+103.1% | $5,614+60.6% | $2,707+233.0% |
| Participant deferral / active EE | $7,808 | $6,652+17.4% | $7,298+7.0% | $4,246+83.9% |
| Admin fee / account holder | -$28 | $65-142.8% | $10,843-100.3% | $76-136.9% |