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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,086 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,113 |
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 | $15,621 | $31,810-50.9% | $64,105-75.6% | $59,188-73.6% |
| Participation rate | 85.4% | 57.7%+27.7pp | 68.2%+17.2pp | 69.4%+16.0pp |
| Annual return | 0.01% | 9.41%-9.4pp | 791.24%-791.2pp | 5.51%-5.5pp |
| Employer contribution / active EE | $429 | $659-34.9% | $1,820-76.4% | $2,098-79.5% |
| Participant deferral / active EE | $1,421 | $1,582-10.2% | $2,822-49.6% | $3,265-56.5% |
| Admin fee / account holder | $24 | $57-57.9% | $4,499-99.5% | $92-74.0% |