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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,502 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,006 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $207,876 | $99,078+109.8% | $96,544+115.3% | $74,419+179.3% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.0%+9.8pp | 70.7%+15.0pp |
| Annual return | 17.82% | 22.48%-4.7pp | 25.84%-8.0pp | 34.38%-16.6pp |
| Employer contribution / active EE | $3,159 | $2,570+22.9% | $2,965+6.6% | $2,637+19.8% |
| Participant deferral / active EE | $7,589 | $4,933+53.8% | $4,851+56.4% | $4,528+67.6% |
| Admin fee / account holder | -$207 | $225-192.1% | $8,252-102.5% | $348-159.5% |