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 8-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) | $156,384 |
Filed as: LOCKTON INVESTMENT ADVISORS LLC Service code 16 · EIN 20-8874282 | Consulting | $92,500 |
BKD, LLP5+ years Filed as: BKD CPAS & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $16,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $84,342 | $120,450-30.0% | $159,436-47.1% | $93,030-9.3% |
| Participation rate | 65.3% | 78.0%-12.6pp | 82.8%-17.5pp | 73.9%-8.6pp |
| Annual return | 17.57% | 27.11%-9.5pp | 263.57%-246.0pp | 158.70%-141.1pp |
| Employer contribution / active EE | $2,378 | $3,526-32.5% | $4,829-50.8% | $2,706-12.1% |
| Participant deferral / active EE | $7,347 | $7,283+0.9% | $7,352-0.1% | $4,562+61.0% |
| Admin fee / account holder | $45 | $137-67.2% | $10,799-99.6% | $152-70.4% |