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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $447,827 |
Service code 37 · EIN 04-2647786 | Loan Processing | $156,438 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $205,929 | $67,598+204.6% | $75,886+171.4% | $77,787+164.7% |
| Participation rate | 99.6% | 69.6%+30.1pp | 69.3%+30.3pp | 73.2%+26.4pp |
| Annual return | 23.07% | 23.18%-0.1pp | 30.76%-7.7pp | 32.57%-9.5pp |
| Employer contribution / active EE | $11,110 | $2,430+357.3% | $2,500+344.3% | $2,504+343.6% |
| Participant deferral / active EE | $10,189 | $3,502+191.0% | $3,603+182.8% | $3,967+156.8% |
| Admin fee / account holder | $305 | $96+217.0% | $5,418-94.4% | $100+205.2% |