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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $231,148 |
PEAK RETIREMENT GROUP1+ years Filed as: PEAK FINANCIAL Service code 16 · EIN 04-3046611 | Consulting | $50,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$76,107 |
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 | $134,465 | $54,281+147.7% | $60,547+122.1% | $59,188+127.2% |
| Participation rate | 99.8% | 66.8%+33.0pp | 68.0%+31.8pp | 69.4%+30.4pp |
| Annual return | -0.63% | 1.74%-2.4pp | 335.64%-336.3pp | 5.51%-6.1pp |
| Employer contribution / active EE | $10,432 | $2,031+413.6% | $2,419+331.2% | $2,098+397.2% |
| Participant deferral / active EE | $9,205 | $2,789+230.1% | $3,328+176.6% | $3,265+181.9% |
| Admin fee / account holder | $236 | $64+266.4% | $4,536-94.8% | $92+156.3% |