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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $305,641 |
PEAK RETIREMENT GROUP3+ years Filed as: PEAK FINANCIAL Service code 16 · EIN 04-3046611 | Consulting | $40,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$31,248 |
Form 5500 reported that benefits due were not provided when due.
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 | $176,472 | $65,292+170.3% | $71,671+146.2% | $77,958+126.4% |
| Participation rate | 99.7% | 67.4%+32.3pp | 68.7%+30.9pp | 71.6%+28.0pp |
| Annual return | 18.61% | 21.25%-2.6pp | 20.65%-2.0pp | 20.87%-2.3pp |
| Employer contribution / active EE | $10,915 | $2,085+423.5% | $2,460+343.7% | $2,310+372.4% |
| Participant deferral / active EE | $9,622 | $3,008+219.8% | $3,438+179.9% | $3,537+172.1% |
| Admin fee / account holder | $160 | $84+89.3% | $5,558-97.1% | $97+64.1% |