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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.
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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $89,602 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,058 | $89,274-65.2% | $149,718-79.3% | $77,958-60.2% |
| Participation rate | 58.0% | 87.6%-29.6pp | 87.1%-29.1pp | 71.6%-13.6pp |
| Annual return | 29.56% | 20.36%+9.2pp | 1501.63%-1472.1pp | 20.87%+8.7pp |
| Employer contribution / active EE | $1,753 | $3,727-53.0% | $5,445-67.8% | $2,310-24.1% |
| Participant deferral / active EE | $3,403 | $5,382-36.8% | $6,569-48.2% | $3,537-3.8% |
| Admin fee / account holder | $63 | $240-73.8% | $11,283-99.4% | $97-35.4% |