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 | $14,036 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,915 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,087 | $49,693-27.4% | $70,515-48.8% | $74,419-51.5% |
| Participation rate | 96.3% | 64.7%+31.6pp | 68.3%+27.9pp | 70.7%+25.5pp |
| Annual return | 19.08% | 21.22%-2.1pp | 32.77%-13.7pp | 34.38%-15.3pp |
| Employer contribution / active EE | $0 | $1,773-100.0% | $2,973-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,749 | $3,376+11.1% | $4,567-17.9% | $4,528-17.2% |
| Admin fee / account holder | $30 | $316-90.6% | $6,412-99.5% | $348-91.5% |