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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $330,538 |
Service code 37 · EIN 04-2647786 | Loan Processing | $87,432 |
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 | $224,856 | $74,462+202.0% | $81,983+174.3% | $90,288+149.0% |
| Participation rate | 99.2% | 69.7%+29.5pp | 69.2%+30.0pp | 73.4%+25.9pp |
| Annual return | 18.41% | 17.56%+0.9pp | 41.31%-22.9pp | 53.97%-35.6pp |
| Employer contribution / active EE | $11,238 | $2,334+381.4% | $2,498+349.9% | $2,524+345.2% |
| Participant deferral / active EE | $10,461 | $3,602+190.4% | $3,722+181.1% | $4,232+147.2% |
| Admin fee / account holder | $246 | $98+151.1% | $5,664-95.7% | $114+115.8% |