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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $432,540 |
Service code 37 · EIN 04-2647786 | Loan Processing | $87,876 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,585 | $63,321+240.5% | $68,791+213.4% | $77,904+176.7% |
| Participation rate | 98.7% | 71.1%+27.6pp | 69.0%+29.7pp | 73.7%+25.0pp |
| Annual return | -15.82% | -6.50%-9.3pp | -6.38%-9.4pp | 12.21%-28.0pp |
| Employer contribution / active EE | $11,765 | $2,794+321.2% | $2,655+343.1% | $2,848+313.2% |
| Participant deferral / active EE | $10,915 | $4,029+170.9% | $3,941+177.0% | $4,806+127.1% |
| Admin fee / account holder | $232 | $104+122.6% | $4,932-95.3% | $133+75.1% |