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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $377,348 |
Service code 37 · EIN 04-2647786 | Loan Processing | $54,932 |
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 | $248,632 | $70,115+254.6% | $70,515+252.6% | $80,160+210.2% |
| Participation rate | 98.6% | 71.7%+27.0pp | 68.3%+30.3pp | 72.9%+25.7pp |
| Annual return | 18.11% | 134.51%-116.4pp | 32.77%-14.7pp | 40.38%-22.3pp |
| Employer contribution / active EE | $12,452 | $3,021+312.2% | $2,973+318.8% | $2,978+318.2% |
| Participant deferral / active EE | $11,743 | $4,495+161.2% | $4,567+157.1% | $5,017+134.0% |
| Admin fee / account holder | $194 | $112+73.2% | $6,412-97.0% | $145+34.2% |