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 |
|---|---|---|
FID INV INST OPS CO4 years Service code 15 · EIN 04-2647786 | Recordkeeping | $102,270 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,673 |
AMERICAN FUNDS5+ years Filed as: ADVANCED CAPITAL GROUP Service code 27 · EIN 41-1921960 | Advisory (Plan) | $53,207 |
KREISCHER MILLER4 years Service code 10 · EIN 23-1980475 | Accounting | $31,262 |
SIKICH LLP1 year Service code 10 · EIN 36-3168081 | Accounting | $20,400 |
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 | $224,433 | $96,403+132.8% | $93,606+139.8% | $77,787+188.5% |
| Participation rate | 99.5% | 87.6%+11.8pp | 75.8%+23.6pp | 73.2%+26.3pp |
| Annual return | 25.59% | 39.36%-13.8pp | 32.76%-7.2pp | 32.57%-7.0pp |
| Employer contribution / active EE | $8,838 | $3,616+144.5% | $2,718+225.2% | $2,504+252.9% |
| Participant deferral / active EE | $9,617 | $5,341+80.1% | $4,069+136.4% | $3,967+142.4% |
| Admin fee / account holder | $60 | $90-32.8% | $7,888-99.2% | $100-39.8% |