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 6-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 | $47,110 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,305 |
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 | $25,035 | $101,523-75.3% | $141,162-82.3% | $77,787-67.8% |
| Participation rate | 77.3% | 77.4%0pp | 82.5%-5.1pp | 73.2%+4.1pp |
| Annual return | 0.00% | 56.22%-56.2pp | 71.39%-71.4pp | 32.57%-32.6pp |
| Employer contribution / active EE | $2,128 | $3,341-36.3% | $4,735-55.0% | $2,504-15.0% |
| Participant deferral / active EE | $5,107 | $6,434-20.6% | $6,709-23.9% | $3,967+28.7% |
| Admin fee / account holder | $38 | $92-58.3% | $10,261-99.6% | $100-61.8% |