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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,209 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,975 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,331 | $86,338-59.1% | $91,989-61.6% | $77,787-54.6% |
| Participation rate | 89.4% | 82.9%+6.4pp | 78.6%+10.7pp | 73.2%+16.1pp |
| Annual return | 40.39% | 29.65%+10.7pp | 69.02%-28.6pp | 32.57%+7.8pp |
| Employer contribution / active EE | $2,171 | $2,988-27.3% | $3,452-37.1% | $2,504-13.3% |
| Participant deferral / active EE | $8,680 | $6,908+25.6% | $5,923+46.5% | $3,967+118.8% |
| Admin fee / account holder | $11 | $79-86.6% | $7,743-99.9% | $100-89.4% |