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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,072 |
MGS LLP1 year Filed as: MGS, LLP Service code 10 · EIN 46-2568909 | Accounting | $12,793 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,317 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,789 | $99,078-19.5% | $96,544-17.4% | $74,419+7.2% |
| Participation rate | 95.6% | 80.7%+15.0pp | 76.0%+19.7pp | 70.7%+24.9pp |
| Annual return | 18.85% | 22.48%-3.6pp | 25.84%-7.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $3,180 | $2,570+23.7% | $2,965+7.3% | $2,637+20.6% |
| Participant deferral / active EE | $6,127 | $4,933+24.2% | $4,851+26.3% | $4,528+35.3% |
| Admin fee / account holder | $48 | $225-78.5% | $8,252-99.4% | $348-86.1% |