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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,410 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,631 |
Form 5500 reported that benefits due were not provided when due.
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 | $249,061 | $155,364+60.3% | $103,476+140.7% | $77,643+220.8% |
| Participation rate | 98.2% | 85.5%+12.7pp | 80.5%+17.7pp | 70.6%+27.6pp |
| Annual return | 18.70% | 19.02%-0.3pp | 23.90%-5.2pp | 31.24%-12.5pp |
| Employer contribution / active EE | $11,443 | $5,949+92.3% | $4,672+144.9% | $2,726+319.8% |
| Participant deferral / active EE | $14,097 | $8,482+66.2% | $6,623+112.9% | $4,647+203.3% |
| Admin fee / account holder | $22 | $503-95.7% | $9,413-99.8% | $430-95.0% |