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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,289 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $324,722 | $70,908+357.9% | $98,907+228.3% | $73,488+341.9% |
| Participation rate | 95.4% | 73.8%+21.6pp | 76.0%+19.3pp | 70.7%+24.7pp |
| Annual return | 26.33% | 34.17%-7.8pp | 196.43%-170.1pp | 28.51%-2.2pp |
| Employer contribution / active EE | $4,003 | $2,036+96.6% | $2,689+48.9% | $2,270+76.3% |
| Participant deferral / active EE | $8,496 | $3,500+142.8% | $4,244+100.2% | $3,740+127.2% |
| Admin fee / account holder | $64 | $535-87.9% | $6,642-99.0% | $513-87.4% |